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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 | $16,006 | $59,804-73.2% | $81,982-80.5% | $79,856-80.0% |
| Participation rate | 19.4% | 61.6%-42.2pp | 69.3%-49.9pp | 69.6%-50.2pp |
| Annual return | 10.61% | 17.56%-7.0pp | 41.31%-30.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $325 | $1,713-81.0% | $2,498-87.0% | $2,471-86.9% |
| Participant deferral / active EE | $677 | $2,695-74.9% | $3,722-81.8% | $3,741-81.9% |
| Admin fee / account holder | $1,422 | $4,288-66.8% | $5,665-74.9% | $5,306-73.2% |