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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 | $16,638 | $57,073-70.8% | $85,126-80.5% | $80,925-79.4% |
| Participation rate | 32.6% | 56.4%-23.8pp | 67.5%-35.0pp | 67.7%-35.1pp |
| Annual return | 11.42% | 21.69%-10.3pp | 66.63%-55.2pp | 35.65%-24.2pp |
| Employer contribution / active EE | $580 | $1,801-67.8% | $2,731-78.8% | $2,756-79.0% |
| Participant deferral / active EE | $766 | $3,113-75.4% | $4,523-83.1% | $4,299-82.2% |
| Admin fee / account holder | $6,732 | $4,988+35.0% | $6,160+9.3% | $6,940-3.0% |