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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 | $18,516 | $56,054-67.0% | $171,082-89.2% | $62,881-70.6% |
| Participation rate | 48.3% | 62.9%-14.6pp | 76.7%-28.4pp | 69.3%-21.0pp |
| Annual return | 6.96% | 22.52%-15.6pp | 32.56%-25.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $685 | $1,731-60.4% | $4,002-82.9% | $2,281-70.0% |
| Participant deferral / active EE | $902 | $3,158-71.4% | $4,797-81.2% | $3,203-71.8% |
| Admin fee / account holder | $1,942 | $3,647-46.8% | $8,520-77.2% | $4,296-54.8% |