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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 | $21,865 | $76,407-71.4% | $150,298-85.5% | $82,448-73.5% |
| Participation rate | 30.2% | 66.4%-36.2pp | 77.8%-47.5pp | 68.1%-37.8pp |
| Annual return | 14.58% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $340 | $2,614-87.0% | $4,154-91.8% | $2,551-86.7% |
| Participant deferral / active EE | $535 | $3,214-83.4% | $5,453-90.2% | $4,139-87.1% |
| Admin fee / account holder | $3,074 | $6,352-51.6% | $14,116-78.2% | $7,234-57.5% |