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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 | $21,415 | $81,358-73.7% | $155,556-86.2% | $80,959-73.5% |
| Participation rate | 28.1% | 66.3%-38.1pp | 78.2%-50.1pp | 67.7%-39.5pp |
| Annual return | 15.76% | 33.39%-17.6pp | 64.84%-49.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $639 | $3,106-79.4% | $4,675-86.3% | $2,757-76.8% |
| Participant deferral / active EE | $737 | $3,455-78.7% | $5,631-86.9% | $4,300-82.9% |
| Admin fee / account holder | $512 | $7,994-93.6% | $15,885-96.8% | $6,925-92.6% |