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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 | $6,240 | $87,166-92.8% | $76,735-91.9% | $137,256-95.5% |
| Participation rate | 61.5% | 74.4%-12.8pp | 69.5%-8.0pp | 80.0%-18.4pp |
| Annual return | 17.47% | 26.50%-9.0pp | 29.77%-12.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $608 | $2,904-79.1% | $2,454-75.2% | $4,156-85.4% |
| Participant deferral / active EE | $608 | $4,726-87.1% | $4,088-85.1% | $6,407-90.5% |
| Admin fee / account holder | $1,980 | $8,403-76.4% | $7,189-72.5% | $12,270-83.9% |