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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 | $26,572 | $77,574-65.7% | $108,753-75.6% | $86,983-69.5% |
| Participation rate | 19.6% | 62.3%-42.7pp | 71.1%-51.4pp | 69.5%-49.9pp |
| Annual return | 15.41% | 18.42%-3.0pp | 37.47%-22.1pp | 25.83%-10.4pp |
| Employer contribution / active EE | $344 | $1,611-78.7% | $2,427-85.8% | $2,584-86.7% |
| Participant deferral / active EE | $863 | $3,128-72.4% | $4,115-79.0% | $4,194-79.4% |
| Admin fee / account holder | $4,712 | $6,529-27.8% | $10,320-54.3% | $7,856-40.0% |