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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 | $9,594 | $36,140-73.5% | $73,658-87.0% | $64,340-85.1% |
| Participation rate | 12.9% | 31.0%-18.1pp | 57.0%-44.1pp | 55.2%-42.3pp |
| Annual return | 18.04% | 21.48%-3.4pp | 29.72%-11.7pp | 24.14%-6.1pp |
| Employer contribution / active EE | $93 | $443-79.0% | $1,032-91.0% | $1,862-95.0% |
| Participant deferral / active EE | $233 | $1,023-77.2% | $2,062-88.7% | $2,980-92.2% |
| Admin fee / account holder | $1,870 | $2,513-25.6% | $3,357-44.3% | $3,703-49.5% |