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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 | $15,778 | $81,276-80.6% | $155,574-89.9% | $80,925-80.5% |
| Participation rate | 28.6% | 66.2%-37.7pp | 78.2%-49.6pp | 67.7%-39.1pp |
| Annual return | 11.21% | 33.36%-22.2pp | 64.87%-53.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $578 | $3,103-81.4% | $4,676-87.6% | $2,756-79.0% |
| Participant deferral / active EE | $598 | $3,453-82.7% | $5,629-89.4% | $4,299-86.1% |
| Admin fee / account holder | $706 | $7,993-91.2% | $15,914-95.6% | $6,940-89.8% |