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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 | $13,595 | $61,356-77.8% | $149,696-90.9% | $71,511-81.0% |
| Participation rate | 41.7% | 62.5%-20.9pp | 78.8%-37.1pp | 67.9%-26.3pp |
| Annual return | 20.43% | 35.86%-15.4pp | 134.46%-114.0pp | 28.86%-8.4pp |
| Employer contribution / active EE | $915 | $2,382-61.6% | $4,821-81.0% | $2,589-64.7% |
| Participant deferral / active EE | $354 | $2,920-87.9% | $5,682-93.8% | $4,291-91.8% |
| Admin fee / account holder | $1,430 | $1,263+13.2% | $13,212-89.2% | $1,588-10.0% |