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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 | $33,326 | $91,198-63.5% | $178,503-81.3% | $79,856-58.3% |
| Participation rate | 46.9% | 69.2%-22.3pp | 81.9%-35.1pp | 69.6%-22.8pp |
| Annual return | 12.46% | 24.20%-11.7pp | 151.12%-138.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $530 | $3,257-83.7% | $5,011-89.4% | $2,471-78.5% |
| Participant deferral / active EE | $537 | $3,237-83.4% | $5,202-89.7% | $3,741-85.6% |
| Admin fee / account holder | $1,977 | $6,748-70.7% | $13,987-85.9% | $5,306-62.8% |