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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 | $18,973 | $45,343-58.2% | $150,298-87.4% | $67,986-72.1% |
| Participation rate | 17.3% | 51.9%-34.6pp | 77.8%-60.5pp | 57.2%-39.9pp |
| Annual return | 13.69% | 33.28%-19.6pp | 62.79%-49.1pp | 31.67%-18.0pp |
| Employer contribution / active EE | $373 | $1,462-74.5% | $4,154-91.0% | $2,019-81.5% |
| Participant deferral / active EE | $262 | $2,055-87.2% | $5,453-95.2% | $3,358-92.2% |
| Admin fee / account holder | $3,361 | $2,250+49.4% | $14,116-76.2% | $3,203+4.9% |