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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 | $16,033 | $77,638-79.3% | $156,551-89.8% | $62,881-74.5% |
| Participation rate | 19.4% | 71.2%-51.8pp | 84.0%-64.6pp | 69.3%-49.9pp |
| Annual return | 8.66% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $451 | $3,444-86.9% | $5,501-91.8% | $2,281-80.2% |
| Participant deferral / active EE | $614 | $3,046-79.9% | $4,871-87.4% | $3,203-80.8% |
| Admin fee / account holder | $566 | $5,561-89.8% | $13,028-95.7% | $4,296-86.8% |