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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 | $13,711 | $81,276-83.1% | $155,574-91.2% | $80,925-83.1% |
| Participation rate | 30.7% | 66.2%-35.6pp | 78.2%-47.5pp | 67.7%-37.0pp |
| Annual return | 12.54% | 33.36%-20.8pp | 64.87%-52.3pp | 35.65%-23.1pp |
| Employer contribution / active EE | $462 | $3,103-85.1% | $4,676-90.1% | $2,756-83.2% |
| Participant deferral / active EE | $711 | $3,453-79.4% | $5,629-87.4% | $4,299-83.5% |
| Admin fee / account holder | $1,358 | $7,993-83.0% | $15,914-91.5% | $6,940-80.4% |