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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 | $30,839 | $53,583-42.4% | $114,563-73.1% | $64,340-52.1% |
| Participation rate | 11.2% | 47.4%-36.1pp | 72.9%-61.7pp | 55.2%-44.0pp |
| Annual return | 18.95% | 24.51%-5.6pp | 241.09%-222.1pp | 24.14%-5.2pp |
| Employer contribution / active EE | $215 | $1,087-80.2% | $2,592-91.7% | $1,862-88.5% |
| Participant deferral / active EE | $522 | $2,134-75.5% | $4,142-87.4% | $2,980-82.5% |
| Admin fee / account holder | $2,920 | $3,206-8.9% | $7,623-61.7% | $3,703-21.1% |