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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 | $19,982 | $76,407-73.8% | $150,298-86.7% | $82,448-75.8% |
| Participation rate | 33.8% | 66.4%-32.6pp | 77.8%-43.9pp | 68.1%-34.2pp |
| Annual return | 18.85% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $647 | $2,614-75.3% | $4,154-84.4% | $2,551-74.6% |
| Participant deferral / active EE | $798 | $3,214-75.2% | $5,453-85.4% | $4,139-80.7% |
| Admin fee / account holder | $3,688 | $6,352-41.9% | $14,116-73.9% | $7,234-49.0% |