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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 | $13,915 | $76,407-81.8% | $150,298-90.7% | $82,448-83.1% |
| Participation rate | 27.9% | 66.4%-38.5pp | 77.8%-49.9pp | 68.1%-40.2pp |
| Annual return | 27.04% | 39.99%-13.0pp | 62.79%-35.7pp | 41.64%-14.6pp |
| Employer contribution / active EE | $356 | $2,614-86.4% | $4,154-91.4% | $2,551-86.0% |
| Participant deferral / active EE | $742 | $3,214-76.9% | $5,453-86.4% | $4,139-82.1% |
| Admin fee / account holder | $2,081 | $6,352-67.2% | $14,116-85.3% | $7,234-71.2% |