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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 | $21,176 | $73,787-71.3% | $98,716-78.5% | $82,448-74.3% |
| Participation rate | 38.6% | 61.4%-22.9pp | 69.3%-30.7pp | 68.1%-29.5pp |
| Annual return | 14.12% | 18.57%-4.4pp | 31.81%-17.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $434 | $1,511-71.3% | $2,279-81.0% | $2,551-83.0% |
| Participant deferral / active EE | $589 | $3,081-80.9% | $4,048-85.5% | $4,139-85.8% |
| Admin fee / account holder | $1,731 | $6,500-73.4% | $8,703-80.1% | $7,234-76.1% |