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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 | $11,113 | $45,312-75.5% | $86,233-87.1% | $67,986-83.7% |
| Participation rate | 8.5% | 42.4%-33.9pp | 69.0%-60.5pp | 57.2%-48.7pp |
| Annual return | 14.40% | 24.79%-10.4pp | 61.39%-47.0pp | 31.67%-17.3pp |
| Employer contribution / active EE | $263 | $1,160-77.4% | $2,504-89.5% | $2,019-87.0% |
| Participant deferral / active EE | $383 | $2,185-82.5% | $4,559-91.6% | $3,358-88.6% |
| Admin fee / account holder | $6,316 | $3,295+91.7% | $8,342-24.3% | $3,203+97.2% |