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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 | $14,932 | $81,233-81.6% | $155,567-90.4% | $80,874-81.5% |
| Participation rate | 22.2% | 66.2%-44.0pp | 78.2%-56.0pp | 67.6%-45.4pp |
| Annual return | 10.74% | 33.33%-22.6pp | 64.74%-54.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $438 | $3,101-85.9% | $4,674-90.6% | $2,756-84.1% |
| Participant deferral / active EE | $721 | $3,452-79.1% | $5,628-87.2% | $4,297-83.2% |
| Admin fee / account holder | $19,272 | $7,998+141.0% | $15,916+21.1% | $6,935+177.9% |