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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 | $19,735 | $60,442-67.3% | $96,754-79.6% | $87,485-77.4% |
| Participation rate | 29.5% | 58.7%-29.2pp | 70.3%-40.7pp | 68.9%-39.4pp |
| Annual return | 16.53% | 21.97%-5.4pp | 82.04%-65.5pp | 26.06%-9.5pp |
| Employer contribution / active EE | $261 | $1,691-84.6% | $2,679-90.3% | $2,596-90.0% |
| Participant deferral / active EE | $756 | $3,280-76.9% | $4,758-84.1% | $4,274-82.3% |
| Admin fee / account holder | $372 | $5,069-92.7% | $8,905-95.8% | $7,775-95.2% |