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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 | $19,636 | $76,642-74.4% | $146,866-86.6% | $65,306-69.9% |
| Participation rate | 23.6% | 61.2%-37.6pp | 82.5%-58.9pp | 57.7%-34.0pp |
| Annual return | 17.06% | 33.40%-16.3pp | 102.85%-85.8pp | 21.94%-4.9pp |
| Employer contribution / active EE | $369 | $2,621-85.9% | $4,425-91.7% | $1,967-81.3% |
| Participant deferral / active EE | $655 | $4,864-86.5% | $7,759-91.6% | $2,959-77.9% |
| Admin fee / account holder | $2,284 | $3,960-42.3% | $13,620-83.2% | $3,480-34.4% |