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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 | $48,011-70.5% | $63,803-77.8% | $82,637-82.9% |
| Participation rate | 31.3% | 66.6%-35.3pp | 72.7%-41.5pp | 68.1%-36.8pp |
| Annual return | 12.57% | 19.84%-7.3pp | 543.72%-531.2pp | 53.51%-40.9pp |
| Employer contribution / active EE | $459 | $1,904-75.9% | $2,532-81.9% | $2,552-82.0% |
| Participant deferral / active EE | $773 | $2,846-72.9% | $3,843-79.9% | $4,126-81.3% |
| Admin fee / account holder | $1,345 | $3,873-65.3% | $5,196-74.1% | $7,339-81.7% |