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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 | $11,978 | $48,337-75.2% | $67,560-82.3% | $80,959-85.2% |
| Participation rate | 58.1% | 66.4%-8.4pp | 72.9%-14.9pp | 67.7%-9.6pp |
| Annual return | 12.15% | 18.26%-6.1pp | 3533.50%-3521.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,650 | $2,023-18.4% | $2,737-39.7% | $2,757-40.2% |
| Participant deferral / active EE | $406 | $2,928-86.1% | $4,004-89.9% | $4,300-90.6% |
| Admin fee / account holder | $1,377 | $3,695-62.7% | $3,994-65.5% | $6,925-80.1% |