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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 | $6,503 | $23,330-72.1% | $64,489-89.9% | $82,448-92.1% |
| Participation rate | 11.8% | 68.3%-56.5pp | 67.7%-55.9pp | 68.1%-56.3pp |
| Annual return | 24.20% | 83.66%-59.5pp | 55.03%-30.8pp | 41.64%-17.4pp |
| Employer contribution / active EE | $246 | $824-70.2% | $1,523-83.9% | $2,551-90.4% |
| Participant deferral / active EE | $480 | $1,707-71.9% | $2,778-82.7% | $4,139-88.4% |
| Admin fee / account holder | $3,832 | $2,946+30.1% | $4,260-10.0% | $7,234-47.0% |