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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 | $8,086 | $76,407-89.4% | $150,298-94.6% | $82,448-90.2% |
| Participation rate | 29.0% | 66.4%-37.4pp | 77.8%-48.7pp | 68.1%-39.0pp |
| Annual return | 21.01% | 39.99%-19.0pp | 62.79%-41.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $566 | $2,614-78.4% | $4,154-86.4% | $2,551-77.8% |
| Participant deferral / active EE | $706 | $3,214-78.0% | $5,453-87.1% | $4,139-82.9% |
| Admin fee / account holder | $1,247 | $6,352-80.4% | $14,116-91.2% | $7,234-82.8% |