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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 | $7,584 | $58,057-86.9% | $97,032-92.2% | $86,983-91.3% |
| Participation rate | 26.9% | 60.4%-33.4pp | 71.6%-44.6pp | 69.5%-42.6pp |
| Annual return | 18.11% | 22.26%-4.1pp | 35.38%-17.3pp | 25.83%-7.7pp |
| Employer contribution / active EE | $236 | $1,663-85.8% | $2,629-91.0% | $2,584-90.9% |
| Participant deferral / active EE | $267 | $3,244-91.8% | $4,672-94.3% | $4,194-93.6% |
| Admin fee / account holder | $1,085 | $4,839-77.6% | $9,418-88.5% | $7,856-86.2% |