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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 | $22,136 | $55,932-60.4% | $76,735-71.2% | $67,986-67.4% |
| Participation rate | 15.5% | 50.8%-35.3pp | 69.5%-54.0pp | 57.2%-41.7pp |
| Annual return | 21.27% | 23.10%-1.8pp | 29.77%-8.5pp | 31.67%-10.4pp |
| Employer contribution / active EE | $355 | $1,487-76.1% | $2,454-85.5% | $2,019-82.4% |
| Participant deferral / active EE | $605 | $2,558-76.3% | $4,088-85.2% | $3,358-82.0% |
| Admin fee / account holder | $1,226 | $4,907-75.0% | $7,189-82.9% | $3,203-61.7% |