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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 | $16,667 | $49,249-66.2% | $70,476-76.4% | $79,852-79.1% |
| Participation rate | 50.7% | 69.2%-18.4pp | 75.1%-24.3pp | 69.6%-18.9pp |
| Annual return | 12.99% | 30.09%-17.1pp | 109.12%-96.1pp | 31.72%-18.7pp |
| Employer contribution / active EE | $467 | $2,100-77.8% | $2,738-82.9% | $2,471-81.1% |
| Participant deferral / active EE | $811 | $2,769-70.7% | $3,710-78.1% | $3,740-78.3% |
| Admin fee / account holder | $327 | $2,878-88.6% | $3,847-91.5% | $5,306-93.8% |