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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 | $23,589 | $63,904-63.1% | $89,340-73.6% | $67,986-65.3% |
| Participation rate | 18.4% | 54.3%-35.9pp | 69.6%-51.1pp | 57.2%-38.8pp |
| Annual return | 16.46% | 18.09%-1.6pp | 20.57%-4.1pp | 31.67%-15.2pp |
| Employer contribution / active EE | $359 | $1,627-78.0% | $2,231-83.9% | $2,019-82.2% |
| Participant deferral / active EE | $565 | $2,691-79.0% | $3,823-85.2% | $3,358-83.2% |
| Admin fee / account holder | $4,580 | $3,315+38.2% | $6,704-31.7% | $3,203+43.0% |