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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 | $10,966 | $36,948-70.3% | $73,658-85.1% | $87,485-87.5% |
| Participation rate | 6.5% | 46.8%-40.4pp | 57.0%-50.6pp | 68.9%-62.5pp |
| Annual return | 19.35% | 28.64%-9.3pp | 29.72%-10.4pp | 26.06%-6.7pp |
| Employer contribution / active EE | $199 | $670-70.3% | $1,032-80.8% | $2,596-92.3% |
| Participant deferral / active EE | $206 | $1,379-85.1% | $2,062-90.0% | $4,274-95.2% |
| Admin fee / account holder | $1,399 | $2,531-44.7% | $3,357-58.3% | $7,775-82.0% |