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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 | $30,573 | $46,596-34.4% | $64,099-52.3% | $75,181-59.3% |
| Participation rate | 59.4% | 65.9%-6.6pp | 72.3%-12.9pp | 67.2%-7.8pp |
| Annual return | 18.72% | 26.04%-7.3pp | 33.70%-15.0pp | 160.69%-142.0pp |
| Employer contribution / active EE | $922 | $1,975-53.3% | $2,748-66.4% | $2,671-65.5% |
| Participant deferral / active EE | $554 | $2,837-80.5% | $3,881-85.7% | $4,126-86.6% |
| Admin fee / account holder | $1,475 | $2,954-50.1% | $3,070-52.0% | $5,650-73.9% |