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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 | $20,357 | $58,851-65.4% | $115,170-82.3% | $72,983-72.1% |
| Participation rate | 44.3% | 65.5%-21.3pp | 75.9%-31.6pp | 69.5%-25.2pp |
| Annual return | 22.98% | 23.16%-0.2pp | 35.60%-12.6pp | 81.01%-58.0pp |
| Employer contribution / active EE | $564 | $1,798-68.6% | $3,179-82.3% | $2,440-76.9% |
| Participant deferral / active EE | $755 | $2,643-71.4% | $4,169-81.9% | $3,608-79.1% |
| Admin fee / account holder | $1,779 | $6,370-72.1% | $7,089-74.9% | $5,124-65.3% |