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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 | $16,303 | $76,407-78.7% | $150,298-89.2% | $82,448-80.2% |
| Participation rate | 43.1% | 66.4%-23.3pp | 77.8%-34.6pp | 68.1%-24.9pp |
| Annual return | 16.72% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $548 | $2,614-79.0% | $4,154-86.8% | $2,551-78.5% |
| Participant deferral / active EE | $642 | $3,214-80.0% | $5,453-88.2% | $4,139-84.5% |
| Admin fee / account holder | $4,202 | $6,352-33.8% | $14,116-70.2% | $7,234-41.9% |