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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 | $18,319 | $55,684-67.1% | $75,900-75.9% | $72,976-74.9% |
| Participation rate | 24.4% | 61.1%-36.7pp | 69.3%-44.8pp | 69.5%-45.0pp |
| Annual return | 17.34% | 27.60%-10.3pp | 30.73%-13.4pp | 81.02%-63.7pp |
| Employer contribution / active EE | $400 | $1,687-76.3% | $2,501-84.0% | $2,440-83.6% |
| Participant deferral / active EE | $769 | $2,634-70.8% | $3,604-78.7% | $3,608-78.7% |
| Admin fee / account holder | $2,184 | $3,981-45.2% | $5,421-59.7% | $5,124-57.4% |