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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 | $20,936 | $43,075-51.4% | $74,577-71.9% | $62,881-66.7% |
| Participation rate | 46.8% | 58.1%-11.2pp | 68.1%-21.3pp | 69.3%-22.5pp |
| Annual return | 5.74% | 17.50%-11.8pp | 20.47%-14.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $253 | $1,498-83.1% | $2,525-90.0% | $2,281-88.9% |
| Participant deferral / active EE | $368 | $2,389-84.6% | $3,458-89.4% | $3,203-88.5% |
| Admin fee / account holder | $1,362 | $2,840-52.0% | $4,138-67.1% | $4,296-68.3% |