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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 | $16,870 | $48,078-64.9% | $78,676-78.6% | $62,881-73.2% |
| Participation rate | 43.8% | 65.2%-21.5pp | 73.6%-29.8pp | 69.3%-25.6pp |
| Annual return | 5.16% | 31.36%-26.2pp | 62.19%-57.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $313 | $2,015-84.4% | $2,850-89.0% | $2,281-86.3% |
| Participant deferral / active EE | $626 | $2,587-75.8% | $3,517-82.2% | $3,203-80.5% |
| Admin fee / account holder | $1,567 | $3,206-51.1% | $4,510-65.2% | $4,296-63.5% |