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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 | $18,279 | $123,155-85.2% | $108,753-83.2% | $155,188-88.2% |
| Participation rate | 63.6% | 75.6%-12.0pp | 71.1%-7.4pp | 80.8%-17.2pp |
| Annual return | 16.94% | 44.73%-27.8pp | 37.47%-20.5pp | 148.84%-131.9pp |
| Employer contribution / active EE | $459 | $2,811-83.7% | $2,427-81.1% | $4,248-89.2% |
| Participant deferral / active EE | $1,022 | $4,623-77.9% | $4,115-75.2% | $6,531-84.4% |
| Admin fee / account holder | $940 | $12,126-92.2% | $10,320-90.9% | $14,480-93.5% |