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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 | $21,784 | $49,255-55.8% | $70,494-69.1% | $79,856-72.7% |
| Participation rate | 60.0% | 69.2%-9.2pp | 75.1%-15.1pp | 69.6%-9.6pp |
| Annual return | 7.29% | 30.10%-22.8pp | 109.16%-101.9pp | 31.71%-24.4pp |
| Employer contribution / active EE | $724 | $2,100-65.5% | $2,738-73.6% | $2,471-70.7% |
| Participant deferral / active EE | $659 | $2,768-76.2% | $3,711-82.2% | $3,741-82.4% |
| Admin fee / account holder | $1,576 | $2,879-45.2% | $3,848-59.0% | $5,306-70.3% |