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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 | $17,279 | $43,075-59.9% | $74,577-76.8% | $62,881-72.5% |
| Participation rate | 14.7% | 58.1%-43.3pp | 68.1%-53.4pp | 69.3%-54.6pp |
| Annual return | 8.58% | 17.50%-8.9pp | 20.47%-11.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $213 | $1,498-85.8% | $2,525-91.6% | $2,281-90.7% |
| Participant deferral / active EE | $264 | $2,389-88.9% | $3,458-92.4% | $3,203-91.7% |
| Admin fee / account holder | $2,937 | $2,840+3.4% | $4,138-29.0% | $4,296-31.6% |