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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 | $22,397 | $81,358-72.5% | $155,556-85.6% | $80,959-72.3% |
| Participation rate | 28.2% | 66.3%-38.1pp | 78.2%-50.0pp | 67.7%-39.5pp |
| Annual return | 21.25% | 33.39%-12.1pp | 64.84%-43.6pp | 35.67%-14.4pp |
| Employer contribution / active EE | $412 | $3,106-86.7% | $4,675-91.2% | $2,757-85.1% |
| Participant deferral / active EE | $644 | $3,455-81.4% | $5,631-88.6% | $4,300-85.0% |
| Admin fee / account holder | $460 | $7,994-94.2% | $15,885-97.1% | $6,925-93.4% |