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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 | $11,624 | $77,908-85.1% | $149,696-92.2% | $75,173-84.5% |
| Participation rate | 40.4% | 65.6%-25.2pp | 78.8%-38.4pp | 67.2%-26.8pp |
| Annual return | 13.52% | 31.73%-18.2pp | 134.46%-120.9pp | 160.72%-147.2pp |
| Employer contribution / active EE | $556 | $3,138-82.3% | $4,821-88.5% | $2,671-79.2% |
| Participant deferral / active EE | $685 | $3,411-79.9% | $5,682-87.9% | $4,126-83.4% |
| Admin fee / account holder | $1,984 | $5,950-66.6% | $13,212-85.0% | $5,651-64.9% |