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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 | $22,498 | $55,713-59.6% | $75,894-70.4% | $72,983-69.2% |
| Participation rate | 12.7% | 61.1%-48.5pp | 69.3%-56.6pp | 69.5%-56.8pp |
| Annual return | 26.08% | 27.60%-1.5pp | 30.76%-4.7pp | 81.01%-54.9pp |
| Employer contribution / active EE | $324 | $1,687-80.8% | $2,501-87.0% | $2,440-86.7% |
| Participant deferral / active EE | $758 | $2,634-71.2% | $3,603-79.0% | $3,608-79.0% |
| Admin fee / account holder | $1,054 | $3,980-73.5% | $5,420-80.5% | $5,124-79.4% |