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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 | $13,627 | $77,920-82.5% | $149,723-90.9% | $75,177-81.9% |
| Participation rate | 63.6% | 65.6%-1.9pp | 78.8%-15.1pp | 67.2%-3.6pp |
| Annual return | 19.99% | 31.72%-11.7pp | 134.50%-114.5pp | 160.75%-140.8pp |
| Employer contribution / active EE | $994 | $3,138-68.3% | $4,821-79.4% | $2,671-62.8% |
| Participant deferral / active EE | $782 | $3,411-77.1% | $5,682-86.2% | $4,126-81.0% |
| Admin fee / account holder | $1,981 | $5,951-66.7% | $13,215-85.0% | $5,651-65.0% |