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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 | $13,485 | $58,057-76.8% | $97,032-86.1% | $86,983-84.5% |
| Participation rate | 7.4% | 60.4%-52.9pp | 71.6%-64.1pp | 69.5%-62.1pp |
| Annual return | 17.70% | 22.26%-4.6pp | 35.38%-17.7pp | 25.83%-8.1pp |
| Employer contribution / active EE | $111 | $1,663-93.3% | $2,629-95.8% | $2,584-95.7% |
| Participant deferral / active EE | $122 | $3,244-96.2% | $4,672-97.4% | $4,194-97.1% |
| Admin fee / account holder | $615 | $4,839-87.3% | $9,418-93.5% | $7,856-92.2% |