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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 | $11,783 | $76,407-84.6% | $150,298-92.2% | $82,448-85.7% |
| Participation rate | 68.3% | 66.4%+1.9pp | 77.8%-9.5pp | 68.1%+0.2pp |
| Annual return | 13.15% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $699 | $2,614-73.3% | $4,154-83.2% | $2,551-72.6% |
| Participant deferral / active EE | $676 | $3,214-79.0% | $5,453-87.6% | $4,139-83.7% |
| Admin fee / account holder | $3,100 | $6,352-51.2% | $14,116-78.0% | $7,234-57.2% |