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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 | $23,521 | $77,638-69.7% | $156,551-85.0% | $62,881-62.6% |
| Participation rate | 22.0% | 71.2%-49.2pp | 84.0%-62.1pp | 69.3%-47.4pp |
| Annual return | 4.77% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $492 | $3,444-85.7% | $5,501-91.0% | $2,281-78.4% |
| Participant deferral / active EE | $543 | $3,046-82.2% | $4,871-88.9% | $3,203-83.0% |
| Admin fee / account holder | $5,621 | $5,561+1.1% | $13,028-56.9% | $4,296+30.8% |