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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 | $18,450 | $51,092-63.9% | $76,735-76.0% | $79,634-76.8% |
| Participation rate | 9.6% | 50.2%-40.6pp | 69.5%-59.9pp | 62.5%-52.9pp |
| Annual return | 17.57% | 18.04%-0.5pp | 29.77%-12.2pp | 36.46%-18.9pp |
| Employer contribution / active EE | $196 | $1,519-87.1% | $2,454-92.0% | $2,529-92.2% |
| Participant deferral / active EE | $472 | $2,529-81.4% | $4,088-88.5% | $3,835-87.7% |
| Admin fee / account holder | $1,211 | $1,865-35.1% | $7,189-83.2% | $1,002+20.9% |