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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 | $20,820 | $53,128-60.8% | $86,582-76.0% | $70,126-70.3% |
| Participation rate | 55.4% | 65.3%-9.9pp | 73.5%-18.1pp | 69.5%-14.1pp |
| Annual return | 16.07% | 27.66%-11.6pp | 965.08%-949.0pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,947 | $2,068+42.5% | $2,839+3.8% | $2,343+25.8% |
| Participant deferral / active EE | $673 | $2,695-75.0% | $3,609-81.4% | $3,332-79.8% |
| Admin fee / account holder | $1,695 | $3,584-52.7% | $4,904-65.4% | $4,645-63.5% |