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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 | $52,682-58.0% | $78,004-71.6% | $64,097-65.5% |
| Participation rate | 15.5% | 47.7%-32.2pp | 69.4%-53.9pp | 55.2%-39.7pp |
| Annual return | 21.27% | 22.45%-1.2pp | 31.07%-9.8pp | 34.64%-13.4pp |
| Employer contribution / active EE | $355 | $1,323-73.1% | $2,469-85.6% | $1,891-81.2% |
| Participant deferral / active EE | $605 | $2,346-74.2% | $4,092-85.2% | $3,080-80.3% |
| Admin fee / account holder | $1,226 | $5,420-77.4% | $7,578-83.8% | $3,454-64.5% |