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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 | $22,439 | $77,358-71.0% | $102,184-78.0% | $87,485-74.4% |
| Participation rate | 48.6% | 78.7%-30.0pp | 82.6%-33.9pp | 68.9%-20.3pp |
| Annual return | 16.63% | 41.11%-24.5pp | 31.58%-14.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,252 | $2,562-51.1% | $3,594-65.2% | $2,596-51.8% |
| Participant deferral / active EE | $1,769 | $6,753-73.8% | $8,309-78.7% | $4,274-58.6% |
| Admin fee / account holder | $3,147 | $6,809-53.8% | $11,609-72.9% | $7,775-59.5% |