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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 | $16,167 | $81,331-80.1% | $155,534-89.6% | $80,935-80.0% |
| Participation rate | 31.7% | 66.3%-34.5pp | 78.2%-46.5pp | 67.7%-36.0pp |
| Annual return | 13.54% | 33.37%-19.8pp | 64.92%-51.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $450 | $3,105-85.5% | $4,675-90.4% | $2,757-83.7% |
| Participant deferral / active EE | $378 | $3,454-89.1% | $5,630-93.3% | $4,299-91.2% |
| Admin fee / account holder | $648 | $7,999-91.9% | $15,900-95.9% | $6,924-90.6% |