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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 | $17,837 | $91,179-80.4% | $178,499-90.0% | $79,852-77.7% |
| Participation rate | 22.4% | 69.2%-46.8pp | 81.9%-59.5pp | 69.6%-47.2pp |
| Annual return | 13.52% | 24.19%-10.7pp | 151.10%-137.6pp | 31.72%-18.2pp |
| Employer contribution / active EE | $382 | $3,256-88.3% | $5,011-92.4% | $2,471-84.5% |
| Participant deferral / active EE | $532 | $3,236-83.6% | $5,202-89.8% | $3,740-85.8% |
| Admin fee / account holder | $649 | $6,749-90.4% | $13,986-95.4% | $5,306-87.8% |