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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 | $20,597 | $53,777-61.7% | $134,155-84.6% | $79,858-74.2% |
| Participation rate | 32.0% | 58.8%-26.8pp | 72.2%-40.2pp | 69.6%-37.6pp |
| Annual return | 12.59% | 19.01%-6.4pp | 36.34%-23.8pp | 31.72%-19.1pp |
| Employer contribution / active EE | $530 | $1,321-59.9% | $3,705-85.7% | $2,471-78.6% |
| Participant deferral / active EE | $702 | $2,420-71.0% | $3,500-79.9% | $3,740-81.2% |
| Admin fee / account holder | $932 | $3,984-76.6% | $6,685-86.1% | $5,306-82.4% |