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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 | $23,797 | $63,365-62.4% | $91,994-74.1% | $72,976-67.4% |
| Participation rate | 41.1% | 72.5%-31.4pp | 78.6%-37.6pp | 69.5%-28.4pp |
| Annual return | 24.82% | 35.35%-10.5pp | 69.04%-44.2pp | 81.02%-56.2pp |
| Employer contribution / active EE | $295 | $2,116-86.1% | $3,453-91.5% | $2,440-87.9% |
| Participant deferral / active EE | $1,972 | $4,883-59.6% | $5,924-66.7% | $3,608-45.3% |
| Admin fee / account holder | $1,243 | $4,670-73.4% | $7,744-83.9% | $5,124-75.7% |