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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 | $7,476 | $48,267-84.5% | $68,794-89.1% | $68,495-89.1% |
| Participation rate | 37.0% | 60.7%-23.6pp | 69.0%-32.0pp | 67.9%-30.9pp |
| Annual return | 22.14% | -12.70%+34.8pp | -6.37%+28.5pp | -7.84%+30.0pp |
| Employer contribution / active EE | $563 | $1,829-69.2% | $2,656-78.8% | $2,596-78.3% |
| Participant deferral / active EE | $824 | $2,867-71.3% | $3,941-79.1% | $4,028-79.6% |
| Admin fee / account holder | $1,671 | $4,362-61.7% | $4,934-66.1% | $5,403-69.1% |