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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 | $35,757 | $67,411-47.0% | $91,004-60.7% | $70,126-49.0% |
| Participation rate | 23.5% | 71.4%-47.8pp | 75.6%-52.1pp | 69.5%-46.0pp |
| Annual return | 14.37% | -40.16%+54.5pp | 4.60%+9.8pp | 73.15%-58.8pp |
| Employer contribution / active EE | $406 | $1,786-77.3% | $2,456-83.5% | $2,343-82.7% |
| Participant deferral / active EE | $867 | $2,823-69.3% | $3,548-75.6% | $3,332-74.0% |
| Admin fee / account holder | $924 | $4,236-78.2% | $5,417-82.9% | $4,645-80.1% |