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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 | $20,667 | $37,446-44.8% | $77,552-73.4% | $79,856-74.1% |
| Participation rate | 14.3% | 41.5%-27.2pp | 54.2%-39.9pp | 69.6%-55.4pp |
| Annual return | 13.77% | 39.76%-26.0pp | 54.82%-41.1pp | 31.71%-17.9pp |
| Employer contribution / active EE | $123 | $637-80.7% | $987-87.5% | $2,471-95.0% |
| Participant deferral / active EE | $213 | $1,261-83.1% | $1,861-88.5% | $3,741-94.3% |
| Admin fee / account holder | $5,222 | $2,506+108.4% | $2,859+82.6% | $5,306-1.6% |