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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 | $10,103 | $37,446-73.0% | $77,513-87.0% | $79,852-87.3% |
| Participation rate | 17.1% | 41.5%-24.4pp | 54.2%-37.0pp | 69.6%-52.5pp |
| Annual return | 15.69% | 39.76%-24.1pp | 54.81%-39.1pp | 31.72%-16.0pp |
| Employer contribution / active EE | $226 | $637-64.5% | $987-77.1% | $2,471-90.8% |
| Participant deferral / active EE | $196 | $1,261-84.5% | $1,861-89.5% | $3,740-94.8% |
| Admin fee / account holder | $1,283 | $2,506-48.8% | $2,859-55.1% | $5,306-75.8% |