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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 | $15,439 | $43,075-64.2% | $74,577-79.3% | $62,881-75.4% |
| Participation rate | 11.6% | 58.1%-46.4pp | 68.1%-56.5pp | 69.3%-57.7pp |
| Annual return | 10.67% | 17.50%-6.8pp | 20.47%-9.8pp | 20.14%-9.5pp |
| Employer contribution / active EE | $265 | $1,498-82.3% | $2,525-89.5% | $2,281-88.4% |
| Participant deferral / active EE | $708 | $2,389-70.4% | $3,458-79.5% | $3,203-77.9% |
| Admin fee / account holder | $1,263 | $2,840-55.5% | $4,138-69.5% | $4,296-70.6% |