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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 | $10,265 | $81,276-87.4% | $155,574-93.4% | $80,925-87.3% |
| Participation rate | 35.7% | 66.2%-30.5pp | 78.2%-42.5pp | 67.7%-31.9pp |
| Annual return | 11.76% | 33.36%-21.6pp | 64.87%-53.1pp | 35.65%-23.9pp |
| Employer contribution / active EE | $497 | $3,103-84.0% | $4,676-89.4% | $2,756-82.0% |
| Participant deferral / active EE | $599 | $3,453-82.7% | $5,629-89.4% | $4,299-86.1% |
| Admin fee / account holder | $313 | $7,993-96.1% | $15,914-98.0% | $6,940-95.5% |