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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 | $24,046 | $76,551-68.6% | $123,894-80.6% | $62,881-61.8% |
| Participation rate | 14.3% | 73.0%-58.7pp | 81.4%-67.1pp | 69.3%-55.0pp |
| Annual return | 8.80% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $653 | $2,882-77.4% | $4,617-85.9% | $2,281-71.4% |
| Participant deferral / active EE | $702 | $4,840-85.5% | $5,984-88.3% | $3,203-78.1% |
| Admin fee / account holder | $648 | $4,826-86.6% | $8,357-92.3% | $4,296-84.9% |