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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 | $12,096 | $46,534-74.0% | $64,097-81.1% | $75,177-83.9% |
| Participation rate | 38.8% | 65.9%-27.2pp | 72.3%-33.5pp | 67.2%-28.4pp |
| Annual return | 12.14% | 26.07%-13.9pp | 33.75%-21.6pp | 160.75%-148.6pp |
| Employer contribution / active EE | $749 | $1,976-62.1% | $2,750-72.8% | $2,671-72.0% |
| Participant deferral / active EE | $761 | $2,835-73.1% | $3,881-80.4% | $4,126-81.6% |
| Admin fee / account holder | $1,825 | $2,957-38.3% | $3,070-40.5% | $5,651-67.7% |