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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 | $21,759 | $44,398-51.0% | $103,693-79.0% | $65,191-66.6% |
| Participation rate | 12.5% | 54.3%-41.8pp | 72.6%-60.1pp | 63.0%-50.5pp |
| Annual return | 10.13% | 325.62%-315.5pp | 47.61%-37.5pp | 51.24%-41.1pp |
| Employer contribution / active EE | $416 | $1,702-75.5% | $2,920-85.7% | $2,400-82.6% |
| Participant deferral / active EE | $336 | $1,797-81.3% | $4,579-92.7% | $2,671-87.4% |
| Admin fee / account holder | $893 | $856+4.3% | $7,858-88.6% | $907-1.5% |