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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 | $14,288 | $54,757-73.9% | $90,300-84.2% | $72,983-80.4% |
| Participation rate | 27.4% | 65.1%-37.7pp | 73.3%-45.8pp | 69.5%-42.1pp |
| Annual return | 22.28% | 30.63%-8.4pp | 78.11%-55.8pp | 81.01%-58.7pp |
| Employer contribution / active EE | $337 | $2,092-83.9% | $2,854-88.2% | $2,440-86.2% |
| Participant deferral / active EE | $437 | $2,887-84.9% | $3,884-88.8% | $3,608-87.9% |
| Admin fee / account holder | $1,663 | $3,972-58.1% | $5,353-68.9% | $5,124-67.6% |