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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 | $24,026 | $81,276-70.4% | $155,574-84.6% | $80,925-70.3% |
| Participation rate | 39.3% | 66.2%-27.0pp | 78.2%-38.9pp | 67.7%-28.4pp |
| Annual return | 14.77% | 33.36%-18.6pp | 64.87%-50.1pp | 35.65%-20.9pp |
| Employer contribution / active EE | $614 | $3,103-80.2% | $4,676-86.9% | $2,756-77.7% |
| Participant deferral / active EE | $878 | $3,453-74.6% | $5,629-84.4% | $4,299-79.6% |
| Admin fee / account holder | $1,781 | $7,993-77.7% | $15,914-88.8% | $6,940-74.3% |