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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 | $18,630 | $78,015-76.1% | $178,505-89.6% | $80,959-77.0% |
| Participation rate | 29.1% | 65.7%-36.6pp | 77.1%-48.0pp | 67.7%-38.6pp |
| Annual return | 11.54% | 18.10%-6.6pp | 27.16%-15.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $598 | $2,281-73.8% | $3,955-84.9% | $2,757-78.3% |
| Participant deferral / active EE | $863 | $4,406-80.4% | $6,280-86.3% | $4,300-79.9% |
| Admin fee / account holder | $3,553 | $7,160-50.4% | $10,428-65.9% | $6,925-48.7% |