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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 | $14,810 | $63,773-76.8% | $81,286-81.8% | $80,925-81.7% |
| Participation rate | 51.2% | 63.9%-12.7pp | 69.5%-18.3pp | 67.7%-16.4pp |
| Annual return | 13.08% | 16.37%-3.3pp | 24.80%-11.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $570 | $1,979-71.2% | $2,463-76.9% | $2,756-79.3% |
| Participant deferral / active EE | $961 | $3,093-68.9% | $3,883-75.3% | $4,299-77.6% |
| Admin fee / account holder | $2,496 | $5,682-56.1% | $5,764-56.7% | $6,940-64.0% |