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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 | $11,206 | $73,863-84.8% | $143,797-92.2% | $68,490-83.6% |
| Participation rate | 62.2% | 66.7%-4.4pp | 80.3%-18.1pp | 67.9%-5.7pp |
| Annual return | 47.39% | 0.91%+46.5pp | -0.04%+47.4pp | -7.85%+55.2pp |
| Employer contribution / active EE | $592 | $3,185-81.4% | $4,952-88.1% | $2,597-77.2% |
| Participant deferral / active EE | $618 | $3,385-81.7% | $5,638-89.0% | $4,028-84.7% |
| Admin fee / account holder | $638 | $5,756-88.9% | $14,679-95.7% | $5,403-88.2% |