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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 | $21,610 | $49,791-56.6% | $78,210-72.4% | $70,126-69.2% |
| Participation rate | 33.3% | 62.3%-29.0pp | 68.7%-35.4pp | 69.5%-36.2pp |
| Annual return | 16.02% | 20.75%-4.7pp | 40.90%-24.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $527 | $1,430-63.1% | $2,034-74.1% | $2,343-77.5% |
| Participant deferral / active EE | $655 | $2,150-69.5% | $2,823-76.8% | $3,332-80.3% |
| Admin fee / account holder | $534 | $3,181-83.2% | $3,758-85.8% | $4,645-88.5% |