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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 | $11,309 | $58,627-80.7% | $76,735-85.3% | $82,448-86.3% |
| Participation rate | 20.5% | 63.2%-42.7pp | 69.5%-49.0pp | 68.1%-47.6pp |
| Annual return | 21.55% | 39.10%-17.6pp | 29.77%-8.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $434 | $1,729-74.9% | $2,454-82.3% | $2,551-83.0% |
| Participant deferral / active EE | $795 | $3,134-74.6% | $4,088-80.6% | $4,139-80.8% |
| Admin fee / account holder | $644 | $5,323-87.9% | $7,189-91.0% | $7,234-91.1% |