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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 | $11,542 | $81,358-85.8% | $155,556-92.6% | $80,959-85.7% |
| Participation rate | 32.6% | 66.3%-33.7pp | 78.2%-45.6pp | 67.7%-35.1pp |
| Annual return | 12.40% | 33.39%-21.0pp | 64.84%-52.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $534 | $3,106-82.8% | $4,675-88.6% | $2,757-80.6% |
| Participant deferral / active EE | $713 | $3,455-79.4% | $5,631-87.3% | $4,300-83.4% |
| Admin fee / account holder | $1,454 | $7,994-81.8% | $15,885-90.8% | $6,925-79.0% |