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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 | $14,091 | $45,050-68.7% | $63,018-77.6% | $70,126-79.9% |
| Participation rate | 30.0% | 69.5%-39.5pp | 74.8%-44.8pp | 69.5%-39.5pp |
| Annual return | 12.82% | 18.76%-5.9pp | 87.62%-74.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $427 | $2,052-79.2% | $2,761-84.5% | $2,343-81.8% |
| Participant deferral / active EE | $215 | $2,466-91.3% | $3,330-93.5% | $3,332-93.5% |
| Admin fee / account holder | $430 | $2,834-84.8% | $3,601-88.1% | $4,645-90.7% |