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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 | $22,294 | $63,861-65.1% | $104,625-78.7% | $79,852-72.1% |
| Participation rate | 36.0% | 64.9%-28.9pp | 74.1%-38.1pp | 69.6%-33.6pp |
| Annual return | 11.72% | 21.30%-9.6pp | 340.60%-328.9pp | 31.72%-20.0pp |
| Employer contribution / active EE | $358 | $1,588-77.5% | $2,681-86.7% | $2,471-85.5% |
| Participant deferral / active EE | $741 | $2,693-72.5% | $3,738-80.2% | $3,740-80.2% |
| Admin fee / account holder | $3,287 | $4,185-21.5% | $6,465-49.2% | $5,306-38.1% |