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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 | $31,462 | $64,920-51.5% | $103,693-69.7% | $86,983-63.8% |
| Participation rate | 12.0% | 63.6%-51.6pp | 72.6%-60.6pp | 69.5%-57.5pp |
| Annual return | 14.94% | 30.29%-15.4pp | 47.61%-32.7pp | 25.83%-10.9pp |
| Employer contribution / active EE | $275 | $2,141-87.2% | $2,920-90.6% | $2,584-89.4% |
| Participant deferral / active EE | $353 | $3,241-89.1% | $4,579-92.3% | $4,194-91.6% |
| Admin fee / account holder | $808 | $6,191-87.0% | $7,858-89.7% | $7,856-89.7% |