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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 | $30,532 | $71,197-57.1% | $93,669-67.4% | $80,925-62.3% |
| Participation rate | 22.5% | 60.4%-37.9pp | 68.7%-46.2pp | 67.7%-45.1pp |
| Annual return | 10.45% | 11.27%-0.8pp | 133.59%-123.1pp | 35.65%-25.2pp |
| Employer contribution / active EE | $617 | $1,565-60.6% | $2,424-74.5% | $2,756-77.6% |
| Participant deferral / active EE | $1,220 | $4,036-69.8% | $4,416-72.4% | $4,299-71.6% |
| Admin fee / account holder | $632 | $6,959-90.9% | $8,291-92.4% | $6,940-90.9% |