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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 | $14,109 | $81,358-82.7% | $155,556-90.9% | $80,959-82.6% |
| Participation rate | 23.8% | 66.3%-42.5pp | 78.2%-54.4pp | 67.7%-43.9pp |
| Annual return | 16.17% | 33.39%-17.2pp | 64.84%-48.7pp | 35.67%-19.5pp |
| Employer contribution / active EE | $911 | $3,106-70.7% | $4,675-80.5% | $2,757-67.0% |
| Participant deferral / active EE | $405 | $3,455-88.3% | $5,631-92.8% | $4,300-90.6% |
| Admin fee / account holder | $666 | $7,994-91.7% | $15,885-95.8% | $6,925-90.4% |