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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 | $63,845-70.3% | $81,370-76.7% | $80,959-76.5% |
| Participation rate | 25.5% | 63.9%-38.3pp | 69.5%-44.0pp | 67.7%-42.1pp |
| Annual return | 12.95% | 16.37%-3.4pp | 24.85%-11.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $486 | $1,980-75.5% | $2,464-80.3% | $2,757-82.4% |
| Participant deferral / active EE | $665 | $3,093-78.5% | $3,885-82.9% | $4,300-84.5% |
| Admin fee / account holder | $3,089 | $5,688-45.7% | $5,749-46.3% | $6,925-55.4% |