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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 | $10,688 | $77,920-86.3% | $149,723-92.9% | $75,177-85.8% |
| Participation rate | 47.7% | 65.6%-17.9pp | 78.8%-31.1pp | 67.2%-19.5pp |
| Annual return | 18.31% | 31.72%-13.4pp | 134.50%-116.2pp | 160.75%-142.4pp |
| Employer contribution / active EE | $397 | $3,138-87.3% | $4,821-91.8% | $2,671-85.1% |
| Participant deferral / active EE | $737 | $3,411-78.4% | $5,682-87.0% | $4,126-82.1% |
| Admin fee / account holder | $944 | $5,951-84.1% | $13,215-92.9% | $5,651-83.3% |