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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 | $12,792 | $76,407-83.3% | $150,298-91.5% | $82,448-84.5% |
| Participation rate | 19.7% | 66.4%-46.7pp | 77.8%-58.1pp | 68.1%-48.4pp |
| Annual return | 19.50% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $305 | $2,614-88.3% | $4,154-92.7% | $2,551-88.1% |
| Participant deferral / active EE | $522 | $3,214-83.8% | $5,453-90.4% | $4,139-87.4% |
| Admin fee / account holder | $3,122 | $6,352-50.8% | $14,116-77.9% | $7,234-56.8% |