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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 | $22,524 | $57,590-60.9% | $86,233-73.9% | $82,448-72.7% |
| Participation rate | 18.5% | 57.9%-39.3pp | 69.0%-50.5pp | 68.1%-49.5pp |
| Annual return | 14.03% | 22.41%-8.4pp | 61.39%-47.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $423 | $1,655-74.5% | $2,504-83.1% | $2,551-83.4% |
| Participant deferral / active EE | $645 | $3,080-79.1% | $4,559-85.9% | $4,139-84.4% |
| Admin fee / account holder | $6,667 | $4,730+40.9% | $8,342-20.1% | $7,234-7.8% |