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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 | $16,352 | $116,167-85.9% | $64,489-74.6% | $137,256-88.1% |
| Participation rate | 20.8% | 68.2%-47.4pp | 67.7%-46.9pp | 80.0%-59.1pp |
| Annual return | 12.90% | 36.55%-23.6pp | 55.03%-42.1pp | 220.34%-207.4pp |
| Employer contribution / active EE | $227 | $2,483-90.9% | $1,523-85.1% | $4,156-94.5% |
| Participant deferral / active EE | $303 | $4,215-92.8% | $2,778-89.1% | $6,407-95.3% |
| Admin fee / account holder | $349 | $6,188-94.4% | $4,260-91.8% | $12,270-97.2% |