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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 | $14,348 | $41,824-65.7% | $136,833-89.5% | $69,733-79.4% |
| Participation rate | 11.3% | 29.3%-18.0pp | 59.0%-47.7pp | 62.5%-51.1pp |
| Annual return | 15.65% | 13.53%+2.1pp | 35.32%-19.7pp | 15.22%+0.4pp |
| Employer contribution / active EE | $115 | $494-76.6% | $1,319-91.3% | $2,250-94.9% |
| Participant deferral / active EE | $162 | $1,105-85.4% | $2,441-93.4% | $3,054-94.7% |
| Admin fee / account holder | $3,678 | $2,895+27.0% | $4,706-21.8% | $3,102+18.6% |