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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 | $18,220 | $90,486-79.9% | $78,676-76.8% | $273,972-93.3% |
| Participation rate | 42.1% | 76.5%-34.4pp | 73.6%-31.5pp | 83.0%-40.9pp |
| Annual return | 2.27% | 75.62%-73.4pp | 62.19%-59.9pp | 41.46%-39.2pp |
| Employer contribution / active EE | $374 | $3,175-88.2% | $2,850-86.9% | $4,869-92.3% |
| Participant deferral / active EE | $455 | $3,901-88.3% | $3,517-87.1% | $5,287-91.4% |
| Admin fee / account holder | $2,260 | $5,263-57.1% | $4,510-49.9% | $10,133-77.7% |