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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 | $16,448 | $45,050-63.5% | $63,018-73.9% | $70,126-76.5% |
| Participation rate | 49.4% | 69.5%-20.1pp | 74.8%-25.4pp | 69.5%-20.1pp |
| Annual return | 13.28% | 18.76%-5.5pp | 87.62%-74.3pp | 73.15%-59.9pp |
| Employer contribution / active EE | $382 | $2,052-81.4% | $2,761-86.2% | $2,343-83.7% |
| Participant deferral / active EE | $523 | $2,466-78.8% | $3,330-84.3% | $3,332-84.3% |
| Admin fee / account holder | $557 | $2,834-80.3% | $3,601-84.5% | $4,645-88.0% |