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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 | $13,949 | $90,486-84.6% | $78,676-82.3% | $273,972-94.9% |
| Participation rate | 16.7% | 76.5%-59.9pp | 73.6%-56.9pp | 83.0%-66.3pp |
| Annual return | 4.98% | 75.62%-70.6pp | 62.19%-57.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $305 | $3,175-90.4% | $2,850-89.3% | $4,869-93.7% |
| Participant deferral / active EE | $398 | $3,901-89.8% | $3,517-88.7% | $5,287-92.5% |
| Admin fee / account holder | $4,202 | $5,263-20.2% | $4,510-6.8% | $10,133-58.5% |