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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 | $10,552 | $37,446-71.8% | $77,552-86.4% | $79,856-86.8% |
| Participation rate | 7.5% | 41.5%-34.0pp | 54.2%-46.6pp | 69.6%-62.1pp |
| Annual return | 24.38% | 39.76%-15.4pp | 54.82%-30.4pp | 31.71%-7.3pp |
| Employer contribution / active EE | $138 | $637-78.4% | $987-86.0% | $2,471-94.4% |
| Participant deferral / active EE | $159 | $1,261-87.4% | $1,861-91.5% | $3,741-95.7% |
| Admin fee / account holder | $1,091 | $2,506-56.5% | $2,859-61.9% | $5,306-79.4% |