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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 | $18,606 | $48,118-61.3% | $136,833-86.4% | $94,015-80.2% |
| Participation rate | 13.3% | 47.4%-34.1pp | 59.0%-45.8pp | 70.8%-57.6pp |
| Annual return | 14.32% | 14.65%-0.3pp | 35.32%-21.0pp | 17.84%-3.5pp |
| Employer contribution / active EE | $207 | $821-74.8% | $1,319-84.3% | $2,790-92.6% |
| Participant deferral / active EE | $406 | $1,651-75.4% | $2,441-83.4% | $4,249-90.5% |
| Admin fee / account holder | $716 | $3,059-76.6% | $4,706-84.8% | $8,951-92.0% |