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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 | $14,690 | $63,773-77.0% | $81,286-81.9% | $80,925-81.8% |
| Participation rate | 29.5% | 63.9%-34.4pp | 69.5%-40.0pp | 67.7%-38.1pp |
| Annual return | 11.63% | 16.37%-4.7pp | 24.80%-13.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,541 | $1,979-22.2% | $2,463-37.4% | $2,756-44.1% |
| Participant deferral / active EE | $223 | $3,093-92.8% | $3,883-94.2% | $4,299-94.8% |
| Admin fee / account holder | $472 | $5,682-91.7% | $5,764-91.8% | $6,940-93.2% |