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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 | $7,681 | $36,948-79.2% | $73,658-89.6% | $87,485-91.2% |
| Participation rate | 7.3% | 46.8%-39.5pp | 57.0%-49.7pp | 68.9%-61.6pp |
| Annual return | 15.79% | 28.64%-12.8pp | 29.72%-13.9pp | 26.06%-10.3pp |
| Employer contribution / active EE | $60 | $670-91.0% | $1,032-94.2% | $2,596-97.7% |
| Participant deferral / active EE | $230 | $1,379-83.4% | $2,062-88.9% | $4,274-94.6% |
| Admin fee / account holder | $3,681 | $2,531+45.4% | $3,357+9.6% | $7,775-52.7% |