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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 | $7,883 | $48,235-83.7% | $68,803-88.5% | $68,490-88.5% |
| Participation rate | 19.7% | 60.7%-41.0pp | 69.0%-49.3pp | 67.9%-48.2pp |
| Annual return | 16.12% | -12.70%+28.8pp | -6.37%+22.5pp | -7.85%+24.0pp |
| Employer contribution / active EE | $353 | $1,829-80.7% | $2,656-86.7% | $2,597-86.4% |
| Participant deferral / active EE | $539 | $2,867-81.2% | $3,942-86.3% | $4,028-86.6% |
| Admin fee / account holder | $427 | $4,361-90.2% | $4,936-91.4% | $5,403-92.1% |