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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 | $16,296 | $81,358-80.0% | $155,556-89.5% | $80,959-79.9% |
| Participation rate | 41.9% | 66.3%-24.4pp | 78.2%-36.3pp | 67.7%-25.8pp |
| Annual return | 12.38% | 33.39%-21.0pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,047 | $3,106-66.3% | $4,675-77.6% | $2,757-62.0% |
| Participant deferral / active EE | $691 | $3,455-80.0% | $5,631-87.7% | $4,300-83.9% |
| Admin fee / account holder | $2,486 | $7,994-68.9% | $15,885-84.3% | $6,925-64.1% |