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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 | $14,198 | $75,720-81.2% | $90,312-84.3% | $86,983-83.7% |
| Participation rate | 44.7% | 66.3%-21.6pp | 72.9%-28.2pp | 69.5%-24.9pp |
| Annual return | 12.35% | 18.55%-6.2pp | 18.90%-6.5pp | 25.83%-13.5pp |
| Employer contribution / active EE | $344 | $1,945-82.3% | $2,243-84.7% | $2,584-86.7% |
| Participant deferral / active EE | $731 | $3,001-75.6% | $3,749-80.5% | $4,194-82.6% |
| Admin fee / account holder | $2,345 | $6,201-62.2% | $8,248-71.6% | $7,856-70.1% |