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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 | $16,324 | $53,127-69.3% | $86,597-81.1% | $70,131-76.7% |
| Participation rate | 51.0% | 65.3%-14.3pp | 73.5%-22.6pp | 69.5%-18.6pp |
| Annual return | 23.05% | 27.66%-4.6pp | 964.96%-941.9pp | 73.14%-50.1pp |
| Employer contribution / active EE | $363 | $2,068-82.4% | $2,840-87.2% | $2,342-84.5% |
| Participant deferral / active EE | $766 | $2,696-71.6% | $3,609-78.8% | $3,332-77.0% |
| Admin fee / account holder | $1,262 | $3,585-64.8% | $4,906-74.3% | $4,645-72.8% |