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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 | $22,744 | $59,804-62.0% | $81,982-72.3% | $79,856-71.5% |
| Participation rate | 54.3% | 61.6%-7.3pp | 69.3%-15.0pp | 69.6%-15.4pp |
| Annual return | 13.71% | 17.56%-3.9pp | 41.31%-27.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $387 | $1,713-77.4% | $2,498-84.5% | $2,471-84.4% |
| Participant deferral / active EE | $775 | $2,695-71.2% | $3,722-79.2% | $3,741-79.3% |
| Admin fee / account holder | $2,165 | $4,288-49.5% | $5,665-61.8% | $5,306-59.2% |