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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 | $8,487 | $63,354-86.6% | $94,105-91.0% | $82,637-89.7% |
| Participation rate | 14.6% | 63.8%-49.2pp | 71.9%-57.3pp | 68.1%-53.4pp |
| Annual return | 24.85% | 34.36%-9.5pp | 204.55%-179.7pp | 53.51%-28.7pp |
| Employer contribution / active EE | $381 | $1,760-78.3% | $2,504-84.8% | $2,552-85.1% |
| Participant deferral / active EE | $553 | $2,873-80.8% | $3,881-85.8% | $4,126-86.6% |
| Admin fee / account holder | $418 | $5,073-91.8% | $6,199-93.3% | $7,339-94.3% |