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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 | $20,084 | $57,119-64.8% | $85,187-76.4% | $80,935-75.2% |
| Participation rate | 19.1% | 56.4%-37.3pp | 67.5%-48.4pp | 67.7%-48.5pp |
| Annual return | 11.67% | 21.70%-10.0pp | 66.67%-55.0pp | 35.66%-24.0pp |
| Employer contribution / active EE | $296 | $1,802-83.6% | $2,732-89.2% | $2,757-89.3% |
| Participant deferral / active EE | $593 | $3,115-81.0% | $4,525-86.9% | $4,299-86.2% |
| Admin fee / account holder | $3,346 | $4,990-32.9% | $6,162-45.7% | $6,924-51.7% |