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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 | $10,635 | $81,358-86.9% | $155,556-93.2% | $80,959-86.9% |
| Participation rate | 58.3% | 66.3%-7.9pp | 78.2%-19.9pp | 67.7%-9.3pp |
| Annual return | 17.79% | 33.39%-15.6pp | 64.84%-47.1pp | 35.67%-17.9pp |
| Employer contribution / active EE | $604 | $3,106-80.5% | $4,675-87.1% | $2,757-78.1% |
| Participant deferral / active EE | $779 | $3,455-77.5% | $5,631-86.2% | $4,300-81.9% |
| Admin fee / account holder | $2,284 | $7,994-71.4% | $15,885-85.6% | $6,925-67.0% |