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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 | $24,155 | $49,024-50.7% | $112,860-78.6% | $87,485-72.4% |
| Participation rate | 22.2% | 62.2%-39.9pp | 66.3%-44.1pp | 68.9%-46.7pp |
| Annual return | 13.39% | 43.86%-30.5pp | 35.26%-21.9pp | 26.06%-12.7pp |
| Employer contribution / active EE | $0 | $1,290-100.0% | $2,206-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $549 | $2,209-75.1% | $3,493-84.3% | $4,274-87.2% |
| Admin fee / account holder | $5,023 | $6,266-19.8% | $6,841-26.6% | $7,775-35.4% |