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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 | $81,276-86.9% | $155,574-93.2% | $80,925-86.9% |
| Participation rate | 58.3% | 66.2%-7.9pp | 78.2%-19.9pp | 67.7%-9.3pp |
| Annual return | 17.79% | 33.36%-15.6pp | 64.87%-47.1pp | 35.65%-17.9pp |
| Employer contribution / active EE | $604 | $3,103-80.5% | $4,676-87.1% | $2,756-78.1% |
| Participant deferral / active EE | $779 | $3,453-77.4% | $5,629-86.2% | $4,299-81.9% |
| Admin fee / account holder | $2,284 | $7,993-71.4% | $15,914-85.6% | $6,940-67.1% |