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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 | $15,822 | $52,580-69.9% | $71,671-77.9% | $70,126-77.4% |
| Participation rate | 14.7% | 60.9%-46.1pp | 68.7%-54.0pp | 69.5%-54.8pp |
| Annual return | 19.64% | 20.25%-0.6pp | 20.65%-1.0pp | 73.15%-53.5pp |
| Employer contribution / active EE | $437 | $1,616-73.0% | $2,460-82.2% | $2,343-81.4% |
| Participant deferral / active EE | $622 | $2,386-73.9% | $3,438-81.9% | $3,332-81.3% |
| Admin fee / account holder | $3,401 | $3,653-6.9% | $5,558-38.8% | $4,645-26.8% |