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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 | $16,810 | $58,627-71.3% | $76,735-78.1% | $82,448-79.6% |
| Participation rate | 43.2% | 63.2%-20.0pp | 69.5%-26.3pp | 68.1%-24.9pp |
| Annual return | 24.85% | 39.10%-14.2pp | 29.77%-4.9pp | 41.64%-16.8pp |
| Employer contribution / active EE | $390 | $1,729-77.4% | $2,454-84.1% | $2,551-84.7% |
| Participant deferral / active EE | $804 | $3,134-74.3% | $4,088-80.3% | $4,139-80.6% |
| Admin fee / account holder | $576 | $5,323-89.2% | $7,189-92.0% | $7,234-92.0% |