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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 | $14,164 | $47,479-70.2% | $62,929-77.5% | $82,448-82.8% |
| Participation rate | 31.3% | 66.9%-35.6pp | 73.1%-41.9pp | 68.1%-36.8pp |
| Annual return | 12.57% | 20.34%-7.8pp | 1063.93%-1051.4pp | 41.64%-29.1pp |
| Employer contribution / active EE | $459 | $1,885-75.6% | $2,505-81.7% | $2,551-82.0% |
| Participant deferral / active EE | $773 | $2,870-73.1% | $3,888-80.1% | $4,139-81.3% |
| Admin fee / account holder | $1,345 | $3,804-64.7% | $5,065-73.5% | $7,234-81.4% |