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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 | $22,078 | $76,834-71.3% | $108,359-79.6% | $87,485-74.8% |
| Participation rate | 37.2% | 61.7%-24.5pp | 70.1%-32.9pp | 68.9%-31.7pp |
| Annual return | 22.99% | 19.09%+3.9pp | 36.89%-13.9pp | 26.06%-3.1pp |
| Employer contribution / active EE | $809 | $1,556-48.0% | $2,399-66.3% | $2,596-68.8% |
| Participant deferral / active EE | $1,001 | $3,100-67.7% | $4,137-75.8% | $4,274-76.6% |
| Admin fee / account holder | $340 | $6,537-94.8% | $9,741-96.5% | $7,775-95.6% |