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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 | $22,782 | $58,057-60.8% | $97,032-76.5% | $86,983-73.8% |
| Participation rate | 14.3% | 60.4%-46.1pp | 71.6%-57.3pp | 69.5%-55.3pp |
| Annual return | 16.01% | 22.26%-6.2pp | 35.38%-19.4pp | 25.83%-9.8pp |
| Employer contribution / active EE | $355 | $1,663-78.7% | $2,629-86.5% | $2,584-86.3% |
| Participant deferral / active EE | $687 | $3,244-78.8% | $4,672-85.3% | $4,194-83.6% |
| Admin fee / account holder | $627 | $4,839-87.0% | $9,418-93.3% | $7,856-92.0% |