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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 | $15,540 | $77,920-80.1% | $149,723-89.6% | $75,177-79.3% |
| Participation rate | 46.9% | 65.6%-18.6pp | 78.8%-31.8pp | 67.2%-20.3pp |
| Annual return | 18.25% | 31.72%-13.5pp | 134.50%-116.2pp | 160.75%-142.5pp |
| Employer contribution / active EE | $1,285 | $3,138-59.1% | $4,821-73.4% | $2,671-51.9% |
| Participant deferral / active EE | $656 | $3,411-80.8% | $5,682-88.5% | $4,126-84.1% |
| Admin fee / account holder | $332 | $5,951-94.4% | $13,215-97.5% | $5,651-94.1% |