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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 | $15,751 | $46,464-66.1% | $150,298-89.5% | $79,634-80.2% |
| Participation rate | 11.4% | 57.0%-45.6pp | 77.8%-66.4pp | 62.5%-51.1pp |
| Annual return | 13.61% | 27.89%-14.3pp | 62.79%-49.2pp | 36.46%-22.9pp |
| Employer contribution / active EE | $230 | $1,512-84.8% | $4,154-94.5% | $2,529-90.9% |
| Participant deferral / active EE | $363 | $2,157-83.2% | $5,453-93.3% | $3,835-90.5% |
| Admin fee / account holder | $474 | $891-46.8% | $14,116-96.6% | $1,002-52.7% |