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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 | $21,042 | $84,953-75.2% | $163,379-87.1% | $82,637-74.5% |
| Participation rate | 39.4% | 65.9%-26.6pp | 76.8%-37.4pp | 68.1%-28.7pp |
| Annual return | 16.92% | 23.07%-6.2pp | 63.41%-46.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,895 | $2,183-13.2% | $3,752-49.5% | $2,552-25.8% |
| Participant deferral / active EE | $720 | $4,326-83.3% | $6,282-88.5% | $4,126-82.5% |
| Admin fee / account holder | $4,507 | $7,921-43.1% | $9,818-54.1% | $7,339-38.6% |