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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 | $17,794 | $84,236-78.9% | $170,435-89.6% | $70,126-74.6% |
| Participation rate | 52.1% | 70.8%-18.7pp | 83.6%-31.5pp | 69.5%-17.5pp |
| Annual return | 14.75% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $799 | $3,387-76.4% | $5,432-85.3% | $2,343-65.9% |
| Participant deferral / active EE | $429 | $3,086-86.1% | $4,939-91.3% | $3,332-87.1% |
| Admin fee / account holder | $650 | $5,698-88.6% | $13,881-95.3% | $4,645-86.0% |