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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 | $23,085 | $77,472-70.2% | $100,392-77.0% | $80,935-71.5% |
| Participation rate | 38.7% | 76.9%-38.2pp | 81.5%-42.8pp | 67.7%-29.0pp |
| Annual return | 15.86% | 37.26%-21.4pp | 49.45%-33.6pp | 35.66%-19.8pp |
| Employer contribution / active EE | $781 | $2,800-72.1% | $3,941-80.2% | $2,757-71.7% |
| Participant deferral / active EE | $1,753 | $6,818-74.3% | $8,090-78.3% | $4,299-59.2% |
| Admin fee / account holder | $822 | $5,885-86.0% | $7,904-89.6% | $6,924-88.1% |