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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 | $11,156 | $52,279-78.7% | $89,435-87.5% | $79,856-86.0% |
| Participation rate | 56.7% | 57.5%-0.9pp | 68.0%-11.3pp | 69.6%-13.0pp |
| Annual return | 16.73% | 22.16%-5.4pp | 245.55%-228.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $423 | $1,572-73.1% | $2,587-83.6% | $2,471-82.9% |
| Participant deferral / active EE | $573 | $2,740-79.1% | $3,890-85.3% | $3,741-84.7% |
| Admin fee / account holder | $2,623 | $3,356-21.8% | $4,884-46.3% | $5,306-50.6% |