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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 | $16,704 | $45,343-63.2% | $150,298-88.9% | $67,986-75.4% |
| Participation rate | 54.5% | 51.9%+2.7pp | 77.8%-23.2pp | 57.2%-2.7pp |
| Annual return | 14.52% | 33.28%-18.8pp | 62.79%-48.3pp | 31.67%-17.1pp |
| Employer contribution / active EE | $1,027 | $1,462-29.8% | $4,154-75.3% | $2,019-49.1% |
| Participant deferral / active EE | $328 | $2,055-84.0% | $5,453-94.0% | $3,358-90.2% |
| Admin fee / account holder | $1,266 | $2,250-43.7% | $14,116-91.0% | $3,203-60.5% |