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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 | $13,785 | $78,690-82.5% | $161,489-91.5% | $87,485-84.2% |
| Participation rate | 36.6% | 67.5%-30.9pp | 78.7%-42.1pp | 68.9%-32.3pp |
| Annual return | 17.90% | 32.74%-14.8pp | 89.72%-71.8pp | 26.06%-8.2pp |
| Employer contribution / active EE | $633 | $2,588-75.5% | $4,268-85.2% | $2,596-75.6% |
| Participant deferral / active EE | $795 | $3,311-76.0% | $5,630-85.9% | $4,274-81.4% |
| Admin fee / account holder | $1,104 | $6,724-83.6% | $16,006-93.1% | $7,775-85.8% |