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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 | $13,311 | $81,276-83.6% | $155,574-91.4% | $80,925-83.6% |
| Participation rate | 21.4% | 66.2%-44.8pp | 78.2%-56.8pp | 67.7%-46.2pp |
| Annual return | 12.74% | 33.36%-20.6pp | 64.87%-52.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $658 | $3,103-78.8% | $4,676-85.9% | $2,756-76.1% |
| Participant deferral / active EE | $738 | $3,453-78.6% | $5,629-86.9% | $4,299-82.8% |
| Admin fee / account holder | $4,734 | $7,993-40.8% | $15,914-70.3% | $6,940-31.8% |