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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,632 | $59,123-60.0% | $77,183-69.4% | $75,181-68.6% |
| Participation rate | 23.5% | 63.9%-40.3pp | 69.6%-46.0pp | 67.2%-43.7pp |
| Annual return | 19.38% | 26.72%-7.3pp | 37.89%-18.5pp | 160.69%-141.3pp |
| Employer contribution / active EE | $458 | $1,996-77.0% | $2,534-81.9% | $2,671-82.8% |
| Participant deferral / active EE | $763 | $2,999-74.6% | $3,833-80.1% | $4,126-81.5% |
| Admin fee / account holder | $3,529 | $4,776-26.1% | $5,475-35.5% | $5,650-37.5% |