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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 | $62,406 | $112,596-44.6% | $152,301-59.0% | $64,728-3.6% |
| Participation rate | 3.6% | 63.6%-60.0pp | 82.4%-78.9pp | 57.9%-54.3pp |
| Annual return | 20.62% | 23.76%-3.1pp | 80.50%-59.9pp | 49.38%-28.8pp |
| Employer contribution / active EE | $135 | $3,716-96.4% | $4,624-97.1% | $2,243-94.0% |
| Participant deferral / active EE | $214 | $6,075-96.5% | $8,004-97.3% | $2,729-92.2% |
| Admin fee / account holder | $765 | $996-23.2% | $14,398-94.7% | $1,145-33.2% |