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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 | $23,047 | $74,535-69.1% | $100,712-77.1% | $82,637-72.1% |
| Participation rate | 29.5% | 61.2%-31.6pp | 69.3%-39.7pp | 68.1%-38.5pp |
| Annual return | 12.89% | 18.92%-6.0pp | 33.27%-20.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $592 | $1,503-60.6% | $2,313-74.4% | $2,552-76.8% |
| Participant deferral / active EE | $624 | $3,074-79.7% | $4,085-84.7% | $4,126-84.9% |
| Admin fee / account holder | $942 | $6,576-85.7% | $9,256-89.8% | $7,339-87.2% |