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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 | $20,844 | $75,541-72.4% | $152,093-86.3% | $82,637-74.8% |
| Participation rate | 26.3% | 66.5%-40.2pp | 77.8%-51.5pp | 68.1%-41.7pp |
| Annual return | 24.61% | 32.56%-7.9pp | 66.36%-41.7pp | 53.51%-28.9pp |
| Employer contribution / active EE | $407 | $2,622-84.5% | $4,175-90.2% | $2,552-84.0% |
| Participant deferral / active EE | $768 | $3,206-76.1% | $5,451-85.9% | $4,126-81.4% |
| Admin fee / account holder | $812 | $6,405-87.3% | $14,497-94.4% | $7,339-88.9% |