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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 | $19,004 | $77,638-75.5% | $156,551-87.9% | $62,881-69.8% |
| Participation rate | 35.7% | 71.2%-35.5pp | 84.0%-48.3pp | 69.3%-33.6pp |
| Annual return | 6.83% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $369 | $3,444-89.3% | $5,501-93.3% | $2,281-83.8% |
| Participant deferral / active EE | $574 | $3,046-81.1% | $4,871-88.2% | $3,203-82.1% |
| Admin fee / account holder | $328 | $5,561-94.1% | $13,028-97.5% | $4,296-92.4% |