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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 | $15,349 | $86,050-82.2% | $189,758-91.9% | $94,015-83.7% |
| Participation rate | 39.6% | 68.9%-29.3pp | 79.8%-40.2pp | 70.8%-31.2pp |
| Annual return | 13.12% | 17.77%-4.6pp | 52.62%-39.5pp | 17.84%-4.7pp |
| Employer contribution / active EE | $1,100 | $2,819-61.0% | $4,767-76.9% | $2,790-60.6% |
| Participant deferral / active EE | $731 | $3,349-78.2% | $5,856-87.5% | $4,249-82.8% |
| Admin fee / account holder | $608 | $6,627-90.8% | $20,388-97.0% | $8,951-93.2% |