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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 | $18,253 | $65,395-72.1% | $182,558-90.0% | $72,976-75.0% |
| Participation rate | 41.5% | 65.4%-24.0pp | 78.0%-36.5pp | 69.5%-28.0pp |
| Annual return | 23.72% | 27.68%-4.0pp | 148.59%-124.9pp | 81.02%-57.3pp |
| Employer contribution / active EE | $664 | $1,911-65.3% | $4,076-83.7% | $2,440-72.8% |
| Participant deferral / active EE | $958 | $3,563-73.1% | $5,526-82.7% | $3,608-73.4% |
| Admin fee / account holder | $1,225 | $4,245-71.1% | $8,594-85.7% | $5,124-76.1% |