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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 | $19,333 | $99,345-80.5% | $84,753-77.2% | $273,972-92.9% |
| Participation rate | 53.8% | 80.7%-26.8pp | 76.6%-22.7pp | 83.0%-29.2pp |
| Annual return | 5.13% | 22.93%-17.8pp | 22.78%-17.7pp | 41.46%-36.3pp |
| Employer contribution / active EE | $4,556 | $4,214+8.1% | $3,574+27.5% | $4,869-6.4% |
| Participant deferral / active EE | $177 | $4,270-95.9% | $3,712-95.2% | $5,287-96.7% |
| Admin fee / account holder | $578 | $6,645-91.3% | $5,333-89.2% | $10,133-94.3% |