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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 | $15,201 | $86,050-82.3% | $189,758-92.0% | $94,015-83.8% |
| Participation rate | 53.8% | 68.9%-15.1pp | 79.8%-26.0pp | 70.8%-17.0pp |
| Annual return | 13.22% | 17.77%-4.6pp | 52.62%-39.4pp | 17.84%-4.6pp |
| Employer contribution / active EE | $560 | $2,819-80.2% | $4,767-88.3% | $2,790-79.9% |
| Participant deferral / active EE | $628 | $3,349-81.3% | $5,856-89.3% | $4,249-85.2% |
| Admin fee / account holder | $1,686 | $6,627-74.6% | $20,388-91.7% | $8,951-81.2% |