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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 | $23,025 | $69,590-66.9% | $136,867-83.2% | $94,015-75.5% |
| Participation rate | 53.2% | 66.3%-13.1pp | 74.5%-21.4pp | 70.8%-17.6pp |
| Annual return | 11.81% | 19.62%-7.8pp | 42.97%-31.2pp | 17.84%-6.0pp |
| Employer contribution / active EE | $1,610 | $2,396-32.8% | $3,547-54.6% | $2,790-42.3% |
| Participant deferral / active EE | $294 | $3,437-91.4% | $4,924-94.0% | $4,249-93.1% |
| Admin fee / account holder | $826 | $8,912-90.7% | $10,340-92.0% | $8,951-90.8% |