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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 | $21,012 | $61,605-65.9% | $112,273-81.3% | $75,181-72.1% |
| Participation rate | 26.9% | 61.7%-34.8pp | 72.4%-45.5pp | 67.2%-40.3pp |
| Annual return | 15.53% | 28.47%-12.9pp | 30.23%-14.7pp | 160.69%-145.2pp |
| Employer contribution / active EE | $601 | $2,015-70.2% | $3,431-82.5% | $2,671-77.5% |
| Participant deferral / active EE | $971 | $3,108-68.8% | $4,800-79.8% | $4,126-76.5% |
| Admin fee / account holder | $3,848 | $4,862-20.9% | $7,752-50.4% | $5,650-31.9% |