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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 | $13,499 | $62,592-78.4% | $85,693-84.2% | $85,856-84.3% |
| Participation rate | 15.2% | 61.1%-45.9pp | 69.9%-54.6pp | 69.3%-54.1pp |
| Annual return | 17.57% | 23.77%-6.2pp | 21.49%-3.9pp | 318.58%-301.0pp |
| Employer contribution / active EE | $326 | $1,755-81.5% | $2,618-87.6% | $2,565-87.3% |
| Participant deferral / active EE | $570 | $2,802-79.7% | $3,923-85.5% | $3,952-85.6% |
| Admin fee / account holder | $3,182 | $4,643-31.5% | $6,874-53.7% | $6,261-49.2% |