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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 | $16,207 | $47,848-66.1% | $81,473-80.1% | $70,124-76.9% |
| Participation rate | 26.7% | 58.3%-31.6pp | 68.0%-41.3pp | 69.5%-42.9pp |
| Annual return | 16.55% | 27.25%-10.7pp | 38.78%-22.2pp | 73.14%-56.6pp |
| Employer contribution / active EE | $366 | $1,527-76.0% | $2,568-85.7% | $2,342-84.4% |
| Participant deferral / active EE | $171 | $2,453-93.0% | $3,537-95.2% | $3,332-94.9% |
| Admin fee / account holder | $3,324 | $3,145+5.7% | $4,561-27.1% | $4,645-28.4% |