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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 | $17,893 | $81,276-78.0% | $155,574-88.5% | $80,925-77.9% |
| Participation rate | 51.6% | 66.2%-14.7pp | 78.2%-26.6pp | 67.7%-16.1pp |
| Annual return | 15.31% | 33.36%-18.1pp | 64.87%-49.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $532 | $3,103-82.8% | $4,676-88.6% | $2,756-80.7% |
| Participant deferral / active EE | $842 | $3,453-75.6% | $5,629-85.0% | $4,299-80.4% |
| Admin fee / account holder | $2,274 | $7,993-71.6% | $15,914-85.7% | $6,940-67.2% |