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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 | $12,273 | $49,177-75.0% | $79,467-84.6% | $64,173-80.9% |
| Participation rate | 63.6% | 65.0%-1.4pp | 73.3%-9.7pp | 69.6%-5.9pp |
| Annual return | 5.88% | -1.16%+7.0pp | 718.30%-712.4pp | 7.63%-1.8pp |
| Employer contribution / active EE | $570 | $2,076-72.6% | $2,800-79.7% | $2,381-76.1% |
| Participant deferral / active EE | $653 | $2,821-76.8% | $3,704-82.4% | $3,470-81.2% |
| Admin fee / account holder | $2,664 | $3,839-30.6% | $5,104-47.8% | $4,887-45.5% |