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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 | $26,767 | $81,276-67.1% | $155,574-82.8% | $80,925-66.9% |
| Participation rate | 15.7% | 66.2%-50.6pp | 78.2%-62.5pp | 67.7%-52.0pp |
| Annual return | 14.53% | 33.36%-18.8pp | 64.87%-50.3pp | 35.65%-21.1pp |
| Employer contribution / active EE | $644 | $3,103-79.2% | $4,676-86.2% | $2,756-76.6% |
| Participant deferral / active EE | $642 | $3,453-81.4% | $5,629-88.6% | $4,299-85.1% |
| Admin fee / account holder | $864 | $7,993-89.2% | $15,914-94.6% | $6,940-87.6% |