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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 | $16,985 | $81,358-79.1% | $155,556-89.1% | $80,959-79.0% |
| Participation rate | 24.3% | 66.3%-42.0pp | 78.2%-53.9pp | 67.7%-43.4pp |
| Annual return | 11.03% | 33.39%-22.4pp | 64.84%-53.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $639 | $3,106-79.4% | $4,675-86.3% | $2,757-76.8% |
| Participant deferral / active EE | $839 | $3,455-75.7% | $5,631-85.1% | $4,300-80.5% |
| Admin fee / account holder | $1,853 | $7,994-76.8% | $15,885-88.3% | $6,925-73.2% |