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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 | $16,594 | $81,358-79.6% | $155,556-89.3% | $80,959-79.5% |
| Participation rate | 13.3% | 66.3%-52.9pp | 78.2%-64.9pp | 67.7%-54.3pp |
| Annual return | 10.80% | 33.39%-22.6pp | 64.84%-54.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $392 | $3,106-87.4% | $4,675-91.6% | $2,757-85.8% |
| Participant deferral / active EE | $565 | $3,455-83.6% | $5,631-90.0% | $4,300-86.9% |
| Admin fee / account holder | $1,929 | $7,994-75.9% | $15,885-87.9% | $6,925-72.1% |