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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 | $23,363 | $41,377-43.5% | $109,313-78.6% | $62,881-62.8% |
| Participation rate | 17.8% | 57.5%-39.8pp | 71.3%-53.5pp | 69.3%-51.5pp |
| Annual return | 5.17% | 11.05%-5.9pp | 22.07%-16.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $270 | $1,276-78.9% | $3,892-93.1% | $2,281-88.2% |
| Participant deferral / active EE | $692 | $2,045-66.1% | $3,166-78.1% | $3,203-78.4% |
| Admin fee / account holder | $2,032 | $2,884-29.5% | $5,666-64.1% | $4,296-52.7% |