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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 | $23,885 | $81,276-70.6% | $155,574-84.6% | $80,925-70.5% |
| Participation rate | 23.9% | 66.2%-42.3pp | 78.2%-54.3pp | 67.7%-43.7pp |
| Annual return | 13.90% | 33.36%-19.5pp | 64.87%-51.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $594 | $3,103-80.9% | $4,676-87.3% | $2,756-78.5% |
| Participant deferral / active EE | $673 | $3,453-80.5% | $5,629-88.0% | $4,299-84.3% |
| Admin fee / account holder | $312 | $7,993-96.1% | $15,914-98.0% | $6,940-95.5% |