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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 | $15,448 | $76,407-79.8% | $150,298-89.7% | $82,448-81.3% |
| Participation rate | 18.2% | 66.4%-48.2pp | 77.8%-59.6pp | 68.1%-49.9pp |
| Annual return | 17.61% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $349 | $2,614-86.7% | $4,154-91.6% | $2,551-86.3% |
| Participant deferral / active EE | $444 | $3,214-86.2% | $5,453-91.9% | $4,139-89.3% |
| Admin fee / account holder | $940 | $6,352-85.2% | $14,116-93.3% | $7,234-87.0% |