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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 | $19,428 | $58,851-67.0% | $115,170-83.1% | $72,975-73.4% |
| Participation rate | 46.2% | 65.5%-19.4pp | 75.9%-29.8pp | 69.5%-23.3pp |
| Annual return | 20.93% | 23.16%-2.2pp | 35.60%-14.7pp | 81.01%-60.1pp |
| Employer contribution / active EE | $686 | $1,798-61.8% | $3,179-78.4% | $2,440-71.9% |
| Participant deferral / active EE | $745 | $2,643-71.8% | $4,169-82.1% | $3,608-79.3% |
| Admin fee / account holder | $612 | $6,370-90.4% | $7,089-91.4% | $5,124-88.0% |