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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 | $25,421 | $76,834-66.9% | $108,359-76.5% | $87,485-70.9% |
| Participation rate | 19.6% | 61.7%-42.2pp | 70.1%-50.6pp | 68.9%-49.4pp |
| Annual return | 15.34% | 19.09%-3.8pp | 36.89%-21.6pp | 26.06%-10.7pp |
| Employer contribution / active EE | $376 | $1,556-75.8% | $2,399-84.3% | $2,596-85.5% |
| Participant deferral / active EE | $376 | $3,100-87.9% | $4,137-90.9% | $4,274-91.2% |
| Admin fee / account holder | $3,747 | $6,537-42.7% | $9,741-61.5% | $7,775-51.8% |