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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 | $22,701 | $57,057-60.2% | $85,009-73.3% | $80,874-71.9% |
| Participation rate | 35.7% | 56.4%-20.6pp | 67.5%-31.8pp | 67.6%-31.9pp |
| Annual return | 16.21% | 21.66%-5.4pp | 66.47%-50.3pp | 35.62%-19.4pp |
| Employer contribution / active EE | $322 | $1,799-82.1% | $2,728-88.2% | $2,756-88.3% |
| Participant deferral / active EE | $560 | $3,112-82.0% | $4,522-87.6% | $4,297-87.0% |
| Admin fee / account holder | $356 | $4,986-92.9% | $6,153-94.2% | $6,935-94.9% |