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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 | $14,613 | $45,087-67.6% | $69,483-79.0% | $72,976-80.0% |
| Participation rate | 23.7% | 68.5%-44.8pp | 74.6%-50.9pp | 69.5%-45.8pp |
| Annual return | 21.85% | 22.67%-0.8pp | 28.99%-7.1pp | 81.02%-59.2pp |
| Employer contribution / active EE | $556 | $2,055-72.9% | $2,780-80.0% | $2,440-77.2% |
| Participant deferral / active EE | $729 | $2,603-72.0% | $3,537-79.4% | $3,608-79.8% |
| Admin fee / account holder | $5,105 | $3,057+67.0% | $3,841+32.9% | $5,124-0.4% |