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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 | $19,099 | $56,054-65.9% | $171,082-88.8% | $62,881-69.6% |
| Participation rate | 44.1% | 62.9%-18.8pp | 76.7%-32.6pp | 69.3%-25.2pp |
| Annual return | 6.36% | 22.52%-16.2pp | 32.56%-26.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $572 | $1,731-66.9% | $4,002-85.7% | $2,281-74.9% |
| Participant deferral / active EE | $793 | $3,158-74.9% | $4,797-83.5% | $3,203-75.2% |
| Admin fee / account holder | $1,020 | $3,647-72.0% | $8,520-88.0% | $4,296-76.3% |