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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 | $15,916 | $58,523-72.8% | $99,475-84.0% | $72,975-78.2% |
| Participation rate | 22.6% | 64.6%-42.0pp | 73.8%-51.3pp | 69.5%-46.9pp |
| Annual return | 23.50% | 28.51%-5.0pp | 30.72%-7.2pp | 81.01%-57.5pp |
| Employer contribution / active EE | $509 | $1,512-66.3% | $2,540-80.0% | $2,440-79.1% |
| Participant deferral / active EE | $996 | $2,606-61.8% | $3,619-72.5% | $3,608-72.4% |
| Admin fee / account holder | $569 | $4,102-86.1% | $6,252-90.9% | $5,124-88.9% |