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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 | $22,942 | $81,331-71.8% | $155,534-85.2% | $80,935-71.7% |
| Participation rate | 20.6% | 66.3%-45.6pp | 78.2%-57.6pp | 67.7%-47.0pp |
| Annual return | 13.40% | 33.37%-20.0pp | 64.92%-51.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $448 | $3,105-85.6% | $4,675-90.4% | $2,757-83.7% |
| Participant deferral / active EE | $883 | $3,454-74.4% | $5,630-84.3% | $4,299-79.5% |
| Admin fee / account holder | $4,608 | $7,999-42.4% | $15,900-71.0% | $6,924-33.4% |