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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 | $18,078 | $57,541-68.6% | $95,759-81.1% | $75,177-76.0% |
| Participation rate | 22.0% | 62.5%-40.6pp | 72.3%-50.3pp | 67.2%-45.3pp |
| Annual return | 21.72% | 34.93%-13.2pp | 28.42%-6.7pp | 160.75%-139.0pp |
| Employer contribution / active EE | $568 | $1,808-68.6% | $2,836-80.0% | $2,671-78.7% |
| Participant deferral / active EE | $1,000 | $3,074-67.5% | $4,244-76.4% | $4,126-75.8% |
| Admin fee / account holder | $1,870 | $4,099-54.4% | $5,678-67.1% | $5,651-66.9% |