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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 | $26,976 | $84,236-68.0% | $170,435-84.2% | $70,126-61.5% |
| Participation rate | 36.7% | 70.8%-34.1pp | 83.6%-46.9pp | 69.5%-32.8pp |
| Annual return | 12.21% | 23.06%-10.9pp | 205.94%-193.7pp | 73.15%-60.9pp |
| Employer contribution / active EE | $448 | $3,387-86.8% | $5,432-91.8% | $2,343-80.9% |
| Participant deferral / active EE | $673 | $3,086-78.2% | $4,939-86.4% | $3,332-79.8% |
| Admin fee / account holder | $4,920 | $5,698-13.7% | $13,881-64.6% | $4,645+5.9% |