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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 | $8,900 | $32,037-72.2% | $69,182-87.1% | $62,881-85.8% |
| Participation rate | 20.2% | 43.4%-23.2pp | 55.1%-34.9pp | 69.3%-49.1pp |
| Annual return | 5.74% | 15.16%-9.4pp | -21.93%+27.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $230 | $679-66.1% | $1,206-80.9% | $2,281-89.9% |
| Participant deferral / active EE | $254 | $1,185-78.5% | $1,897-86.6% | $3,203-92.1% |
| Admin fee / account holder | $545 | $2,608-79.1% | $2,697-79.8% | $4,296-87.3% |