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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 | $49,971 | $62,592-20.2% | $85,709-41.7% | $85,847-41.8% |
| Participation rate | 22.0% | 61.1%-39.1pp | 69.9%-47.8pp | 69.3%-47.3pp |
| Annual return | 13.26% | 23.77%-10.5pp | 21.49%-8.2pp | 318.61%-305.3pp |
| Employer contribution / active EE | $373 | $1,755-78.7% | $2,619-85.8% | $2,565-85.5% |
| Participant deferral / active EE | $642 | $2,802-77.1% | $3,924-83.6% | $3,952-83.7% |
| Admin fee / account holder | $1,448 | $4,643-68.8% | $6,876-78.9% | $6,261-76.9% |