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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 | $20,592 | $72,027-71.4% | $185,861-88.9% | $79,856-74.2% |
| Participation rate | 45.9% | 65.8%-19.9pp | 78.0%-32.1pp | 69.6%-23.7pp |
| Annual return | 11.99% | 23.13%-11.1pp | 35.96%-24.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $424 | $1,965-78.4% | $4,088-89.6% | $2,471-82.9% |
| Participant deferral / active EE | $740 | $3,780-80.4% | $5,634-86.9% | $3,741-80.2% |
| Admin fee / account holder | $1,961 | $4,513-56.6% | $9,503-79.4% | $5,306-63.0% |