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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 | $18,401 | $56,544-67.5% | $75,501-75.6% | $70,126-73.8% |
| Participation rate | 26.9% | 68.1%-41.2pp | 72.4%-45.4pp | 69.5%-42.6pp |
| Annual return | 22.63% | 23.59%-1.0pp | 27.35%-4.7pp | 73.15%-50.5pp |
| Employer contribution / active EE | $479 | $1,817-73.6% | $2,352-79.6% | $2,343-79.5% |
| Participant deferral / active EE | $857 | $2,580-66.8% | $3,142-72.7% | $3,332-74.3% |
| Admin fee / account holder | $924 | $3,827-75.9% | $5,801-84.1% | $4,645-80.1% |