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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 | $18,630 | $77,164-75.9% | $178,014-89.5% | $80,874-77.0% |
| Participation rate | 29.1% | 65.7%-36.6pp | 77.1%-48.0pp | 67.6%-38.6pp |
| Annual return | 11.54% | 18.09%-6.6pp | 294.80%-283.3pp | 35.62%-24.1pp |
| Employer contribution / active EE | $598 | $2,288-73.9% | $3,950-84.9% | $2,756-78.3% |
| Participant deferral / active EE | $863 | $4,408-80.4% | $6,276-86.3% | $4,297-79.9% |
| Admin fee / account holder | $3,553 | $7,164-50.4% | $10,362-65.7% | $6,935-48.8% |