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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 | $6,560 | $76,407-91.4% | $150,298-95.6% | $82,448-92.0% |
| Participation rate | 40.7% | 66.4%-25.7pp | 77.8%-37.1pp | 68.1%-27.4pp |
| Annual return | 18.11% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $371 | $2,614-85.8% | $4,154-91.1% | $2,551-85.5% |
| Participant deferral / active EE | $742 | $3,214-76.9% | $5,453-86.4% | $4,139-82.1% |
| Admin fee / account holder | $484 | $6,352-92.4% | $14,116-96.6% | $7,234-93.3% |