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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 | $34,718 | $127,790-72.8% | $106,555-67.4% | $167,536-79.3% |
| Participation rate | 27.3% | 78.3%-51.0pp | 76.1%-48.9pp | 82.1%-54.8pp |
| Annual return | 9.61% | 33.88%-24.3pp | 26.80%-17.2pp | 478.82%-469.2pp |
| Employer contribution / active EE | $706 | $3,428-79.4% | $2,819-75.0% | $4,839-85.4% |
| Participant deferral / active EE | $1,368 | $5,088-73.1% | $4,399-68.9% | $6,342-78.4% |
| Admin fee / account holder | $998 | $11,229-91.1% | $7,408-86.5% | $12,315-91.9% |