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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 | $12,565 | $46,599-73.0% | $64,101-80.4% | $75,173-83.3% |
| Participation rate | 19.4% | 65.9%-46.6pp | 72.3%-53.0pp | 67.2%-47.8pp |
| Annual return | 20.57% | 26.06%-5.5pp | 33.72%-13.2pp | 160.72%-140.1pp |
| Employer contribution / active EE | $456 | $1,975-76.9% | $2,749-83.4% | $2,671-82.9% |
| Participant deferral / active EE | $558 | $2,837-80.3% | $3,881-85.6% | $4,126-86.5% |
| Admin fee / account holder | $537 | $2,956-81.8% | $3,070-82.5% | $5,651-90.5% |