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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 | $23,820 | $60,349-60.5% | $74,184-67.9% | $62,881-62.1% |
| Participation rate | 46.5% | 72.7%-26.2pp | 76.6%-30.1pp | 69.3%-22.8pp |
| Annual return | 8.69% | 21.38%-12.7pp | 17.74%-9.0pp | 20.14%-11.5pp |
| Employer contribution / active EE | $525 | $1,680-68.8% | $2,370-77.9% | $2,281-77.0% |
| Participant deferral / active EE | $1,129 | $2,856-60.5% | $3,550-68.2% | $3,203-64.7% |
| Admin fee / account holder | $671 | $4,261-84.2% | $5,586-88.0% | $4,296-84.4% |