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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 | $20,457 | $77,814-73.7% | $158,223-87.1% | $86,983-76.5% |
| Participation rate | 40.3% | 68.4%-28.1pp | 79.2%-38.9pp | 69.5%-29.2pp |
| Annual return | 15.60% | 30.54%-14.9pp | 52.09%-36.5pp | 25.83%-10.2pp |
| Employer contribution / active EE | $387 | $2,592-85.1% | $4,109-90.6% | $2,584-85.0% |
| Participant deferral / active EE | $797 | $3,270-75.6% | $5,467-85.4% | $4,194-81.0% |
| Admin fee / account holder | $680 | $5,879-88.4% | $16,047-95.8% | $7,856-91.3% |