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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 | $7,466 | $57,590-87.0% | $86,233-91.3% | $82,448-90.9% |
| Participation rate | 51.9% | 57.9%-5.9pp | 69.0%-17.1pp | 68.1%-16.1pp |
| Annual return | 17.52% | 22.41%-4.9pp | 61.39%-43.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $558 | $1,655-66.3% | $2,504-77.7% | $2,551-78.1% |
| Participant deferral / active EE | $735 | $3,080-76.1% | $4,559-83.9% | $4,139-82.2% |
| Admin fee / account holder | $1,869 | $4,730-60.5% | $8,342-77.6% | $7,234-74.2% |