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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 | $9,075 | $76,407-88.1% | $150,298-94.0% | $82,448-89.0% |
| Participation rate | 32.7% | 66.4%-33.7pp | 77.8%-45.1pp | 68.1%-35.4pp |
| Annual return | 17.71% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $329 | $2,614-87.4% | $4,154-92.1% | $2,551-87.1% |
| Participant deferral / active EE | $537 | $3,214-83.3% | $5,453-90.1% | $4,139-87.0% |
| Admin fee / account holder | $403 | $6,352-93.7% | $14,116-97.1% | $7,234-94.4% |