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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 | $14,476 | $58,848-75.4% | $88,179-83.6% | $82,637-82.5% |
| Participation rate | 19.4% | 57.9%-38.5pp | 69.1%-49.8pp | 68.1%-48.7pp |
| Annual return | 20.13% | 22.76%-2.6pp | 64.97%-44.8pp | 53.51%-33.4pp |
| Employer contribution / active EE | $392 | $1,678-76.6% | $2,549-84.6% | $2,552-84.6% |
| Participant deferral / active EE | $536 | $3,124-82.8% | $4,614-88.4% | $4,126-87.0% |
| Admin fee / account holder | $614 | $4,795-87.2% | $7,673-92.0% | $7,339-91.6% |