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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 | $15,792 | $54,763-71.2% | $90,324-82.5% | $72,976-78.4% |
| Participation rate | 27.0% | 65.2%-38.1pp | 73.3%-46.3pp | 69.5%-42.5pp |
| Annual return | 21.79% | 30.63%-8.8pp | 78.15%-56.4pp | 81.02%-59.2pp |
| Employer contribution / active EE | $258 | $2,093-87.7% | $2,856-91.0% | $2,440-89.4% |
| Participant deferral / active EE | $262 | $2,887-90.9% | $3,885-93.2% | $3,608-92.7% |
| Admin fee / account holder | $487 | $3,973-87.8% | $5,356-90.9% | $5,124-90.5% |