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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 | $13,008 | $67,894-80.8% | $89,340-85.4% | $82,448-84.2% |
| Participation rate | 63.3% | 64.0%-0.7pp | 69.6%-6.2pp | 68.1%-4.7pp |
| Annual return | 19.42% | 19.21%+0.2pp | 20.57%-1.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $776 | $1,828-57.6% | $2,231-65.2% | $2,551-69.6% |
| Participant deferral / active EE | $1,039 | $3,072-66.2% | $3,823-72.8% | $4,139-74.9% |
| Admin fee / account holder | $885 | $5,723-84.5% | $6,704-86.8% | $7,234-87.8% |