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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 | $10,855 | $77,901-86.1% | $149,717-92.7% | $75,181-85.6% |
| Participation rate | 38.0% | 65.6%-27.6pp | 78.8%-40.7pp | 67.2%-29.2pp |
| Annual return | 23.63% | 31.73%-8.1pp | 134.41%-110.8pp | 160.69%-137.1pp |
| Employer contribution / active EE | $723 | $3,137-77.0% | $4,820-85.0% | $2,671-72.9% |
| Participant deferral / active EE | $597 | $3,411-82.5% | $5,682-89.5% | $4,126-85.5% |
| Admin fee / account holder | $1,680 | $5,949-71.8% | $13,213-87.3% | $5,650-70.3% |