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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 | $9,925 | $76,407-87.0% | $150,298-93.4% | $82,448-88.0% |
| Participation rate | 21.7% | 66.4%-44.7pp | 77.8%-56.0pp | 68.1%-46.3pp |
| Annual return | 22.48% | 39.99%-17.5pp | 62.79%-40.3pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,229 | $2,614-53.0% | $4,154-70.4% | $2,551-51.8% |
| Participant deferral / active EE | $384 | $3,214-88.1% | $5,453-93.0% | $4,139-90.7% |
| Admin fee / account holder | $866 | $6,352-86.4% | $14,116-93.9% | $7,234-88.0% |