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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 | $7,568 | $58,627-87.1% | $76,735-90.1% | $82,448-90.8% |
| Participation rate | 19.5% | 63.2%-43.7pp | 69.5%-50.0pp | 68.1%-48.6pp |
| Annual return | 19.46% | 39.10%-19.6pp | 29.77%-10.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $407 | $1,729-76.4% | $2,454-83.4% | $2,551-84.0% |
| Participant deferral / active EE | $648 | $3,134-79.3% | $4,088-84.2% | $4,139-84.4% |
| Admin fee / account holder | $2,202 | $5,323-58.6% | $7,189-69.4% | $7,234-69.6% |