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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 | $16,048 | $90,486-82.3% | $78,676-79.6% | $273,972-94.1% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 5.50% | 75.62%-70.1pp | 62.19%-56.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $907 | $3,175-71.4% | $2,850-68.2% | $4,869-81.4% |
| Participant deferral / active EE | $403 | $3,901-89.7% | $3,517-88.5% | $5,287-92.4% |
| Admin fee / account holder | $4,836 | $5,263-8.1% | $4,510+7.2% | $10,133-52.3% |