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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 | $16,402 | $76,407-78.5% | $150,298-89.1% | $82,448-80.1% |
| Participation rate | 28.1% | 66.4%-38.3pp | 77.8%-49.6pp | 68.1%-39.9pp |
| Annual return | 18.92% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $374 | $2,614-85.7% | $4,154-91.0% | $2,551-85.3% |
| Participant deferral / active EE | $686 | $3,214-78.7% | $5,453-87.4% | $4,139-83.4% |
| Admin fee / account holder | $1,057 | $6,352-83.4% | $14,116-92.5% | $7,234-85.4% |