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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 | $7,544 | $58,057-87.0% | $97,032-92.2% | $86,983-91.3% |
| Participation rate | 20.5% | 60.4%-39.9pp | 71.6%-51.1pp | 69.5%-49.1pp |
| Annual return | 18.78% | 22.26%-3.5pp | 35.38%-16.6pp | 25.83%-7.1pp |
| Employer contribution / active EE | $273 | $1,663-83.6% | $2,629-89.6% | $2,584-89.4% |
| Participant deferral / active EE | $385 | $3,244-88.1% | $4,672-91.8% | $4,194-90.8% |
| Admin fee / account holder | $1,133 | $4,839-76.6% | $9,418-88.0% | $7,856-85.6% |