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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 | $6,954 | $87,166-92.0% | $76,735-90.9% | $137,256-94.9% |
| Participation rate | 45.0% | 74.4%-29.4pp | 69.5%-24.5pp | 80.0%-35.0pp |
| Annual return | 16.24% | 26.50%-10.3pp | 29.77%-13.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $506 | $2,904-82.6% | $2,454-79.4% | $4,156-87.8% |
| Participant deferral / active EE | $771 | $4,726-83.7% | $4,088-81.2% | $6,407-88.0% |
| Admin fee / account holder | $3,548 | $8,403-57.8% | $7,189-50.6% | $12,270-71.1% |