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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 | $22,003 | $49,024-55.1% | $112,860-80.5% | $87,485-74.8% |
| Participation rate | 26.9% | 62.2%-35.2pp | 66.3%-39.4pp | 68.9%-42.0pp |
| Annual return | 17.64% | 43.86%-26.2pp | 35.26%-17.6pp | 26.06%-8.4pp |
| Employer contribution / active EE | $251 | $1,290-80.6% | $2,206-88.6% | $2,596-90.3% |
| Participant deferral / active EE | $89 | $2,209-96.0% | $3,493-97.5% | $4,274-97.9% |
| Admin fee / account holder | $6,179 | $6,266-1.4% | $6,841-9.7% | $7,775-20.5% |