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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 | $20,512 | $48,078-57.3% | $78,676-73.9% | $62,881-67.4% |
| Participation rate | 18.2% | 65.2%-47.0pp | 73.6%-55.4pp | 69.3%-51.1pp |
| Annual return | 5.59% | 31.36%-25.8pp | 62.19%-56.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $488 | $2,015-75.8% | $2,850-82.9% | $2,281-78.6% |
| Participant deferral / active EE | $542 | $2,587-79.0% | $3,517-84.6% | $3,203-83.1% |
| Admin fee / account holder | $5,999 | $3,206+87.1% | $4,510+33.0% | $4,296+39.7% |