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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 | $27,857 | $76,642-63.7% | $146,866-81.0% | $65,306-57.3% |
| Participation rate | 15.0% | 61.2%-46.2pp | 82.5%-67.5pp | 57.7%-42.7pp |
| Annual return | 17.78% | 33.40%-15.6pp | 102.85%-85.1pp | 21.94%-4.2pp |
| Employer contribution / active EE | $236 | $2,621-91.0% | $4,425-94.7% | $1,967-88.0% |
| Participant deferral / active EE | $392 | $4,864-91.9% | $7,759-94.9% | $2,959-86.7% |
| Admin fee / account holder | $1,482 | $3,960-62.6% | $13,620-89.1% | $3,480-57.4% |