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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 | $81,262-83.0% | $155,602-91.1% | $80,911-82.9% |
| Participation rate | 26.8% | 66.2%-39.5pp | 78.2%-51.4pp | 67.6%-40.9pp |
| Annual return | 12.58% | 33.34%-20.8pp | 64.81%-52.2pp | 35.63%-23.0pp |
| Employer contribution / active EE | $389 | $3,102-87.5% | $4,675-91.7% | $2,756-85.9% |
| Participant deferral / active EE | $853 | $3,451-75.3% | $5,629-84.8% | $4,297-80.1% |
| Admin fee / account holder | $951 | $7,992-88.1% | $15,923-94.0% | $6,935-86.3% |