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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 | $13,980 | $77,638-82.0% | $156,551-91.1% | $62,881-77.8% |
| Participation rate | 45.7% | 71.2%-25.5pp | 84.0%-38.4pp | 69.3%-23.7pp |
| Annual return | 7.89% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $511 | $3,444-85.2% | $5,501-90.7% | $2,281-77.6% |
| Participant deferral / active EE | $584 | $3,046-80.8% | $4,871-88.0% | $3,203-81.8% |
| Admin fee / account holder | $901 | $5,561-83.8% | $13,028-93.1% | $4,296-79.0% |