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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 | $9,148 | $58,057-84.2% | $97,032-90.6% | $86,983-89.5% |
| Participation rate | 21.6% | 60.4%-38.8pp | 71.6%-50.0pp | 69.5%-48.0pp |
| Annual return | 21.03% | 22.26%-1.2pp | 35.38%-14.4pp | 25.83%-4.8pp |
| Employer contribution / active EE | $257 | $1,663-84.6% | $2,629-90.2% | $2,584-90.1% |
| Participant deferral / active EE | $451 | $3,244-86.1% | $4,672-90.3% | $4,194-89.2% |
| Admin fee / account holder | $1,234 | $4,839-74.5% | $9,418-86.9% | $7,856-84.3% |