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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 | $43,649 | $69,541-37.2% | $59,899-27.1% | $135,380-67.8% |
| Participation rate | 53.3% | 77.8%-24.5pp | 74.7%-21.4pp | 82.6%-29.3pp |
| Annual return | 10.26% | 7.95%+2.3pp | 3.46%+6.8pp | 519.81%-509.5pp |
| Employer contribution / active EE | $483 | $3,236-85.1% | $2,723-82.3% | $4,779-89.9% |
| Participant deferral / active EE | $483 | $4,206-88.5% | $3,402-85.8% | $5,609-91.4% |
| Admin fee / account holder | $3,666 | $5,737-36.1% | $3,592+2.1% | $10,828-66.1% |