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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 | $14,288 | $91,179-84.3% | $178,499-92.0% | $79,852-82.1% |
| Participation rate | 33.8% | 69.2%-35.4pp | 81.9%-48.1pp | 69.6%-35.8pp |
| Annual return | 17.95% | 24.19%-6.2pp | 151.10%-133.2pp | 31.72%-13.8pp |
| Employer contribution / active EE | $484 | $3,256-85.1% | $5,011-90.3% | $2,471-80.4% |
| Participant deferral / active EE | $574 | $3,236-82.3% | $5,202-89.0% | $3,740-84.7% |
| Admin fee / account holder | $1,365 | $6,749-79.8% | $13,986-90.2% | $5,306-74.3% |