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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 | $13,931 | $81,358-82.9% | $155,556-91.0% | $80,959-82.8% |
| Participation rate | 65.3% | 66.3%-1.0pp | 78.2%-12.9pp | 67.7%-2.4pp |
| Annual return | 13.38% | 33.39%-20.0pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $883 | $3,106-71.6% | $4,675-81.1% | $2,757-68.0% |
| Participant deferral / active EE | $695 | $3,455-79.9% | $5,631-87.7% | $4,300-83.8% |
| Admin fee / account holder | $380 | $7,994-95.3% | $15,885-97.6% | $6,925-94.5% |