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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 | $18,138 | $54,763-66.9% | $90,324-79.9% | $72,976-75.1% |
| Participation rate | 17.2% | 65.2%-47.9pp | 73.3%-56.0pp | 69.5%-52.2pp |
| Annual return | 25.18% | 30.63%-5.5pp | 78.15%-53.0pp | 81.02%-55.8pp |
| Employer contribution / active EE | $845 | $2,093-59.6% | $2,856-70.4% | $2,440-65.4% |
| Participant deferral / active EE | $235 | $2,887-91.9% | $3,885-94.0% | $3,608-93.5% |
| Admin fee / account holder | $1,033 | $3,973-74.0% | $5,356-80.7% | $5,124-79.8% |