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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 | $13,075 | $81,331-83.9% | $155,534-91.6% | $80,935-83.8% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 11.01% | 33.37%-22.4pp | 64.92%-53.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $389 | $3,105-87.5% | $4,675-91.7% | $2,757-85.9% |
| Participant deferral / active EE | $863 | $3,454-75.0% | $5,630-84.7% | $4,299-79.9% |
| Admin fee / account holder | $881 | $7,999-89.0% | $15,900-94.5% | $6,924-87.3% |