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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 | $7,332 | $51,222-85.7% | $70,544-89.6% | $75,173-90.2% |
| Participation rate | 28.9% | 61.0%-32.0pp | 68.4%-39.4pp | 67.2%-38.3pp |
| Annual return | 27.51% | 30.06%-2.5pp | 32.79%-5.3pp | 160.72%-133.2pp |
| Employer contribution / active EE | $577 | $1,827-68.4% | $2,976-80.6% | $2,671-78.4% |
| Participant deferral / active EE | $850 | $2,850-70.2% | $4,568-81.4% | $4,126-79.4% |
| Admin fee / account holder | $305 | $4,096-92.5% | $6,427-95.3% | $5,651-94.6% |