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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 | $24,475 | $58,057-57.8% | $97,032-74.8% | $86,983-71.9% |
| Participation rate | 35.4% | 60.4%-25.0pp | 71.6%-36.2pp | 69.5%-34.2pp |
| Annual return | 16.52% | 22.26%-5.7pp | 35.38%-18.9pp | 25.83%-9.3pp |
| Employer contribution / active EE | $361 | $1,663-78.3% | $2,629-86.3% | $2,584-86.0% |
| Participant deferral / active EE | $451 | $3,244-86.1% | $4,672-90.4% | $4,194-89.3% |
| Admin fee / account holder | $582 | $4,839-88.0% | $9,418-93.8% | $7,856-92.6% |