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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 | $16,024 | $63,949-74.9% | $129,031-87.6% | $94,015-83.0% |
| Participation rate | 38.3% | 63.4%-25.2pp | 73.4%-35.1pp | 70.8%-32.5pp |
| Annual return | 15.59% | 17.56%-2.0pp | 34.67%-19.1pp | 17.84%-2.3pp |
| Employer contribution / active EE | $394 | $1,865-78.9% | $3,226-87.8% | $2,790-85.9% |
| Participant deferral / active EE | $1,070 | $3,686-71.0% | $5,217-79.5% | $4,249-74.8% |
| Admin fee / account holder | $2,169 | $5,523-60.7% | $13,208-83.6% | $8,951-75.8% |