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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 | $12,795 | $81,331-84.3% | $155,534-91.8% | $80,935-84.2% |
| Participation rate | 55.1% | 66.3%-11.2pp | 78.2%-23.1pp | 67.7%-12.6pp |
| Annual return | 14.15% | 33.37%-19.2pp | 64.92%-50.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $591 | $3,105-81.0% | $4,675-87.4% | $2,757-78.6% |
| Participant deferral / active EE | $790 | $3,454-77.1% | $5,630-86.0% | $4,299-81.6% |
| Admin fee / account holder | $1,276 | $7,999-84.1% | $15,900-92.0% | $6,924-81.6% |