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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 | $18,357 | $46,877-60.8% | $122,354-85.0% | $70,126-73.8% |
| Participation rate | 33.3% | 58.2%-24.9pp | 71.6%-38.3pp | 69.5%-36.2pp |
| Annual return | 17.57% | 24.22%-6.7pp | 30.28%-12.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $330 | $1,288-74.4% | $4,051-91.9% | $2,343-85.9% |
| Participant deferral / active EE | $412 | $2,167-81.0% | $3,287-87.5% | $3,332-87.6% |
| Admin fee / account holder | $741 | $3,324-77.7% | $5,479-86.5% | $4,645-84.1% |