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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 | $24,751 | $77,472-68.1% | $100,415-75.4% | $80,959-69.4% |
| Participation rate | 58.6% | 76.9%-18.3pp | 81.5%-22.9pp | 67.7%-9.0pp |
| Annual return | 12.63% | 37.26%-24.6pp | 49.47%-36.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $362 | $2,800-87.1% | $3,943-90.8% | $2,757-86.9% |
| Participant deferral / active EE | $1,456 | $6,818-78.6% | $8,091-82.0% | $4,300-66.1% |
| Admin fee / account holder | $10,844 | $5,885+84.3% | $7,906+37.2% | $6,925+56.6% |