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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 | $18,985 | $64,517-70.6% | $81,438-76.7% | $80,874-76.5% |
| Participation rate | 25.5% | 63.9%-38.4pp | 69.5%-44.0pp | 67.6%-42.1pp |
| Annual return | 12.95% | 16.35%-3.4pp | 24.74%-11.8pp | 35.62%-22.7pp |
| Employer contribution / active EE | $486 | $1,982-75.5% | $2,460-80.3% | $2,756-82.4% |
| Participant deferral / active EE | $665 | $3,096-78.5% | $3,883-82.9% | $4,297-84.5% |
| Admin fee / account holder | $3,089 | $5,677-45.6% | $5,764-46.4% | $6,935-55.5% |