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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 | $11,694 | $77,814-85.0% | $158,223-92.6% | $86,983-86.6% |
| Participation rate | 24.2% | 68.4%-44.2pp | 79.2%-55.0pp | 69.5%-45.3pp |
| Annual return | 15.73% | 30.54%-14.8pp | 52.09%-36.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $568 | $2,592-78.1% | $4,109-86.2% | $2,584-78.0% |
| Participant deferral / active EE | $916 | $3,270-72.0% | $5,467-83.2% | $4,194-78.2% |
| Admin fee / account holder | $344 | $5,879-94.1% | $16,047-97.9% | $7,856-95.6% |