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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 | $13,853 | $81,276-83.0% | $155,574-91.1% | $80,925-82.9% |
| Participation rate | 26.8% | 66.2%-39.5pp | 78.2%-51.5pp | 67.7%-40.9pp |
| Annual return | 12.58% | 33.36%-20.8pp | 64.87%-52.3pp | 35.65%-23.1pp |
| Employer contribution / active EE | $389 | $3,103-87.5% | $4,676-91.7% | $2,756-85.9% |
| Participant deferral / active EE | $853 | $3,453-75.3% | $5,629-84.8% | $4,299-80.1% |
| Admin fee / account holder | $951 | $7,993-88.1% | $15,914-94.0% | $6,940-86.3% |