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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 | $15,268 | $47,848-68.1% | $81,473-81.3% | $70,126-78.2% |
| Participation rate | 20.8% | 58.3%-37.4pp | 68.0%-47.1pp | 69.5%-48.7pp |
| Annual return | 18.38% | 27.25%-8.9pp | 38.78%-20.4pp | 73.15%-54.8pp |
| Employer contribution / active EE | $373 | $1,527-75.6% | $2,568-85.5% | $2,343-84.1% |
| Participant deferral / active EE | $599 | $2,453-75.6% | $3,537-83.1% | $3,332-82.0% |
| Admin fee / account holder | $471 | $3,145-85.0% | $4,561-89.7% | $4,645-89.9% |