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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 | $19,319 | $81,262-76.2% | $155,602-87.6% | $80,911-76.1% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 10.64% | 33.34%-22.7pp | 64.81%-54.2pp | 35.63%-25.0pp |
| Employer contribution / active EE | $2,056 | $3,102-33.7% | $4,675-56.0% | $2,756-25.4% |
| Participant deferral / active EE | $85 | $3,451-97.5% | $5,629-98.5% | $4,297-98.0% |
| Admin fee / account holder | $2,274 | $7,992-71.5% | $15,923-85.7% | $6,935-67.2% |