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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 | $16,725 | $56,054-70.2% | $171,082-90.2% | $62,881-73.4% |
| Participation rate | 13.2% | 62.9%-49.7pp | 76.7%-63.5pp | 69.3%-56.1pp |
| Annual return | 23.26% | 22.52%+0.7pp | 32.56%-9.3pp | 20.14%+3.1pp |
| Employer contribution / active EE | $305 | $1,731-82.4% | $4,002-92.4% | $2,281-86.6% |
| Participant deferral / active EE | $503 | $3,158-84.1% | $4,797-89.5% | $3,203-84.3% |
| Admin fee / account holder | $2,316 | $3,647-36.5% | $8,520-72.8% | $4,296-46.1% |