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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 | $15,699 | $43,075-63.6% | $74,577-78.9% | $62,881-75.0% |
| Participation rate | 9.1% | 58.1%-49.0pp | 68.1%-59.0pp | 69.3%-60.2pp |
| Annual return | 7.83% | 17.50%-9.7pp | 20.47%-12.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $255 | $1,498-83.0% | $2,525-89.9% | $2,281-88.8% |
| Participant deferral / active EE | $315 | $2,389-86.8% | $3,458-90.9% | $3,203-90.2% |
| Admin fee / account holder | $745 | $2,840-73.8% | $4,138-82.0% | $4,296-82.7% |