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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 | $16,518 | $63,764-74.1% | $81,926-79.8% | $79,858-79.3% |
| Participation rate | 59.0% | 67.5%-8.5pp | 72.0%-13.0pp | 69.6%-10.7pp |
| Annual return | 15.20% | 22.66%-7.5pp | 29.49%-14.3pp | 31.72%-16.5pp |
| Employer contribution / active EE | $368 | $1,795-79.5% | $4,310-91.5% | $2,471-85.1% |
| Participant deferral / active EE | $839 | $2,780-69.8% | $7,108-88.2% | $3,740-77.6% |
| Admin fee / account holder | $3,032 | $4,426-31.5% | $5,159-41.2% | $5,306-42.8% |