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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 | $35,881 | $32,037+12.0% | $69,182-48.1% | $62,881-42.9% |
| Participation rate | 10.0% | 43.4%-33.4pp | 55.1%-45.1pp | 69.3%-59.3pp |
| Annual return | 8.08% | 15.16%-7.1pp | -21.93%+30.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $95 | $679-86.0% | $1,206-92.1% | $2,281-95.8% |
| Participant deferral / active EE | $163 | $1,185-86.2% | $1,897-91.4% | $3,203-94.9% |
| Admin fee / account holder | $1,219 | $2,608-53.3% | $2,697-54.8% | $4,296-71.6% |