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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 | $19,356 | $78,015-75.2% | $178,505-89.2% | $80,959-76.1% |
| Participation rate | 46.3% | 65.7%-19.4pp | 77.1%-30.9pp | 67.7%-21.4pp |
| Annual return | 14.43% | 18.10%-3.7pp | 27.16%-12.7pp | 35.67%-21.2pp |
| Employer contribution / active EE | $643 | $2,281-71.8% | $3,955-83.8% | $2,757-76.7% |
| Participant deferral / active EE | $966 | $4,406-78.1% | $6,280-84.6% | $4,300-77.5% |
| Admin fee / account holder | $2,458 | $7,160-65.7% | $10,428-76.4% | $6,925-64.5% |