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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 | $57,140-60.3% | $85,240-73.4% | $80,959-72.0% |
| Participation rate | 35.7% | 56.4%-20.7pp | 67.5%-31.8pp | 67.7%-32.0pp |
| Annual return | 16.21% | 21.71%-5.5pp | 66.75%-50.5pp | 35.67%-19.5pp |
| Employer contribution / active EE | $322 | $1,802-82.1% | $2,735-88.2% | $2,757-88.3% |
| Participant deferral / active EE | $560 | $3,115-82.0% | $4,527-87.6% | $4,300-87.0% |
| Admin fee / account holder | $356 | $4,992-92.9% | $6,165-94.2% | $6,925-94.9% |