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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 | $18,127 | $41,016-55.8% | $152,093-88.1% | $64,097-71.7% |
| Participation rate | 19.8% | 51.3%-31.5pp | 77.8%-58.0pp | 55.2%-35.4pp |
| Annual return | 15.40% | 39.60%-24.2pp | 66.36%-51.0pp | 34.64%-19.2pp |
| Employer contribution / active EE | $409 | $1,342-69.5% | $4,175-90.2% | $1,891-78.4% |
| Participant deferral / active EE | $381 | $1,927-80.2% | $5,451-93.0% | $3,080-87.6% |
| Admin fee / account holder | $2,172 | $2,305-5.8% | $14,497-85.0% | $3,454-37.1% |