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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 | $7,489 | $57,590-87.0% | $86,233-91.3% | $82,448-90.9% |
| Participation rate | 37.2% | 57.9%-20.6pp | 69.0%-31.8pp | 68.1%-30.8pp |
| Annual return | 17.09% | 22.41%-5.3pp | 61.39%-44.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $325 | $1,655-80.4% | $2,504-87.0% | $2,551-87.3% |
| Participant deferral / active EE | $717 | $3,080-76.7% | $4,559-84.3% | $4,139-82.7% |
| Admin fee / account holder | $496 | $4,730-89.5% | $8,342-94.1% | $7,234-93.1% |