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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 | $18,128 | $61,356-70.5% | $149,696-87.9% | $71,511-74.7% |
| Participation rate | 14.7% | 62.5%-47.8pp | 78.8%-64.1pp | 67.9%-53.2pp |
| Annual return | 18.04% | 35.86%-17.8pp | 134.46%-116.4pp | 28.86%-10.8pp |
| Employer contribution / active EE | $444 | $2,382-81.3% | $4,821-90.8% | $2,589-82.8% |
| Participant deferral / active EE | $768 | $2,920-73.7% | $5,682-86.5% | $4,291-82.1% |
| Admin fee / account holder | $1,371 | $1,263+8.5% | $13,212-89.6% | $1,588-13.7% |