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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 | $13,539 | $54,763-75.3% | $90,324-85.0% | $72,976-81.4% |
| Participation rate | 33.3% | 65.2%-31.8pp | 73.3%-39.9pp | 69.5%-36.2pp |
| Annual return | 20.74% | 30.63%-9.9pp | 78.15%-57.4pp | 81.02%-60.3pp |
| Employer contribution / active EE | $572 | $2,093-72.7% | $2,856-80.0% | $2,440-76.6% |
| Participant deferral / active EE | $655 | $2,887-77.3% | $3,885-83.2% | $3,608-81.9% |
| Admin fee / account holder | $2,873 | $3,973-27.7% | $5,356-46.4% | $5,124-43.9% |