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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 | $21,169 | $78,027-72.9% | $178,528-88.1% | $80,925-73.8% |
| Participation rate | 40.7% | 65.7%-24.9pp | 77.1%-36.4pp | 67.7%-26.9pp |
| Annual return | 13.68% | 18.09%-4.4pp | 27.11%-13.4pp | 35.65%-22.0pp |
| Employer contribution / active EE | $511 | $2,281-77.6% | $3,950-87.1% | $2,756-81.5% |
| Participant deferral / active EE | $625 | $4,408-85.8% | $6,278-90.0% | $4,299-85.5% |
| Admin fee / account holder | $371 | $7,168-94.8% | $10,419-96.4% | $6,940-94.7% |