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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 | $21,529 | $58,512-63.2% | $84,020-74.4% | $72,983-70.5% |
| Participation rate | 59.0% | 61.2%-2.2pp | 69.0%-10.0pp | 69.5%-10.5pp |
| Annual return | 19.27% | 28.93%-9.7pp | 71.31%-52.0pp | 81.01%-61.7pp |
| Employer contribution / active EE | $799 | $1,163-31.3% | $1,984-59.7% | $2,440-67.3% |
| Participant deferral / active EE | $892 | $2,394-62.8% | $3,239-72.5% | $3,608-75.3% |
| Admin fee / account holder | $808 | $4,569-82.3% | $6,101-86.8% | $5,124-84.2% |