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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 | $5,723 | $51,207-88.8% | $70,565-91.9% | $75,177-92.4% |
| Participation rate | 26.7% | 61.0%-34.3pp | 68.4%-41.7pp | 67.2%-40.5pp |
| Annual return | 32.97% | 30.05%+2.9pp | 32.79%+0.2pp | 160.75%-127.8pp |
| Employer contribution / active EE | $512 | $1,826-72.0% | $2,976-82.8% | $2,671-80.8% |
| Participant deferral / active EE | $686 | $2,850-75.9% | $4,568-85.0% | $4,126-83.4% |
| Admin fee / account holder | $941 | $4,097-77.0% | $6,430-85.4% | $5,651-83.3% |