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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 | $10,352 | $57,140-81.9% | $85,240-87.9% | $80,959-87.2% |
| Participation rate | 22.4% | 56.4%-34.0pp | 67.5%-45.1pp | 67.7%-45.3pp |
| Annual return | 15.69% | 21.71%-6.0pp | 66.75%-51.1pp | 35.67%-20.0pp |
| Employer contribution / active EE | $531 | $1,802-70.5% | $2,735-80.6% | $2,757-80.7% |
| Participant deferral / active EE | $736 | $3,115-76.4% | $4,527-83.7% | $4,300-82.9% |
| Admin fee / account holder | $2,468 | $4,992-50.6% | $6,165-60.0% | $6,925-64.4% |