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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 | $18,739 | $91,179-79.4% | $178,499-89.5% | $79,852-76.5% |
| Participation rate | 30.0% | 69.2%-39.2pp | 81.9%-51.9pp | 69.6%-39.6pp |
| Annual return | 11.37% | 24.19%-12.8pp | 151.10%-139.7pp | 31.72%-20.4pp |
| Employer contribution / active EE | $408 | $3,256-87.5% | $5,011-91.8% | $2,471-83.5% |
| Participant deferral / active EE | $620 | $3,236-80.8% | $5,202-88.1% | $3,740-83.4% |
| Admin fee / account holder | $6,107 | $6,749-9.5% | $13,986-56.3% | $5,306+15.1% |