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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 | $16,343 | $55,684-70.7% | $75,900-78.5% | $72,976-77.6% |
| Participation rate | 59.4% | 61.1%-1.8pp | 69.3%-9.9pp | 69.5%-10.1pp |
| Annual return | 22.63% | 27.60%-5.0pp | 30.73%-8.1pp | 81.02%-58.4pp |
| Employer contribution / active EE | $576 | $1,687-65.9% | $2,501-77.0% | $2,440-76.4% |
| Participant deferral / active EE | $906 | $2,634-65.6% | $3,604-74.9% | $3,608-74.9% |
| Admin fee / account holder | $582 | $3,981-85.4% | $5,421-89.3% | $5,124-88.6% |