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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 | $21,913 | $56,287-61.1% | $80,977-72.9% | $62,881-65.2% |
| Participation rate | 32.1% | 68.9%-36.9pp | 75.8%-43.8pp | 69.3%-37.3pp |
| Annual return | 7.57% | 22.13%-14.6pp | 17.11%-9.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $306 | $1,943-84.3% | $3,715-91.8% | $2,281-86.6% |
| Participant deferral / active EE | $812 | $4,196-80.7% | $5,696-85.8% | $3,203-74.7% |
| Admin fee / account holder | $3,419 | $3,742-8.6% | $5,517-38.0% | $4,296-20.4% |