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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 | $16,591 | $51,207-67.6% | $70,565-76.5% | $75,177-77.9% |
| Participation rate | 23.3% | 61.0%-37.7pp | 68.4%-45.1pp | 67.2%-43.9pp |
| Annual return | 19.05% | 30.05%-11.0pp | 32.79%-13.7pp | 160.75%-141.7pp |
| Employer contribution / active EE | $545 | $1,826-70.2% | $2,976-81.7% | $2,671-79.6% |
| Participant deferral / active EE | $654 | $2,850-77.1% | $4,568-85.7% | $4,126-84.2% |
| Admin fee / account holder | $417 | $4,097-89.8% | $6,430-93.5% | $5,651-92.6% |