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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 | $32,477 | $70,435-53.9% | $96,575-66.4% | $85,856-62.2% |
| Participation rate | 61.5% | 61.8%-0.3pp | 69.8%-8.3pp | 69.3%-7.8pp |
| Annual return | 11.54% | 18.59%-7.0pp | 37.79%-26.2pp | 318.58%-307.0pp |
| Employer contribution / active EE | $416 | $1,413-70.5% | $2,357-82.3% | $2,565-83.8% |
| Participant deferral / active EE | $584 | $2,894-79.8% | $3,849-84.8% | $3,952-85.2% |
| Admin fee / account holder | $452 | $4,997-91.0% | $6,182-92.7% | $6,261-92.8% |