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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 | $35,916 | $50,554-29.0% | $67,681-46.9% | $87,485-58.9% |
| Participation rate | 15.4% | 67.7%-52.3pp | 73.7%-58.3pp | 68.9%-53.5pp |
| Annual return | 14.82% | 17.81%-3.0pp | 590.58%-575.8pp | 26.06%-11.2pp |
| Employer contribution / active EE | $469 | $1,988-76.4% | $2,678-82.5% | $2,596-81.9% |
| Participant deferral / active EE | $548 | $2,961-81.5% | $3,976-86.2% | $4,274-87.2% |
| Admin fee / account holder | $2,325 | $4,132-43.7% | $6,100-61.9% | $7,775-70.1% |