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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 | $14,405 | $76,407-81.1% | $150,298-90.4% | $82,448-82.5% |
| Participation rate | 46.4% | 66.4%-20.0pp | 77.8%-31.3pp | 68.1%-21.6pp |
| Annual return | 19.66% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-22.0pp |
| Employer contribution / active EE | $562 | $2,614-78.5% | $4,154-86.5% | $2,551-78.0% |
| Participant deferral / active EE | $662 | $3,214-79.4% | $5,453-87.9% | $4,139-84.0% |
| Admin fee / account holder | $1,512 | $6,352-76.2% | $14,116-89.3% | $7,234-79.1% |