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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 | $19,214 | $62,672-69.3% | $185,117-89.6% | $70,126-72.6% |
| Participation rate | 46.7% | 63.8%-17.1pp | 77.3%-30.6pp | 69.5%-22.9pp |
| Annual return | 17.73% | 40.79%-23.1pp | 40.50%-22.8pp | 73.15%-55.4pp |
| Employer contribution / active EE | $567 | $1,753-67.6% | $4,182-86.4% | $2,343-75.8% |
| Participant deferral / active EE | $686 | $3,272-79.0% | $5,045-86.4% | $3,332-79.4% |
| Admin fee / account holder | $1,850 | $3,932-53.0% | $8,159-77.3% | $4,645-60.2% |