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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 | $23,408 | $59,440-60.6% | $78,004-70.0% | $82,637-71.7% |
| Participation rate | 63.0% | 62.8%+0.1pp | 69.4%-6.5pp | 68.1%-5.1pp |
| Annual return | 13.58% | 40.24%-26.7pp | 31.07%-17.5pp | 53.51%-39.9pp |
| Employer contribution / active EE | $677 | $1,750-61.3% | $2,469-72.6% | $2,552-73.5% |
| Participant deferral / active EE | $876 | $3,138-72.1% | $4,092-78.6% | $4,126-78.8% |
| Admin fee / account holder | $3,187 | $5,504-42.1% | $7,578-57.9% | $7,339-56.6% |