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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 | $21,192 | $93,346-77.3% | $71,796-70.5% | $273,972-92.3% |
| Participation rate | 69.6% | 76.5%-7.0pp | 69.1%+0.5pp | 83.0%-13.5pp |
| Annual return | 6.71% | 130.39%-123.7pp | 78.04%-71.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $407 | $2,733-85.1% | $1,924-78.9% | $4,869-91.6% |
| Participant deferral / active EE | $407 | $3,475-88.3% | $2,794-85.4% | $5,287-92.3% |
| Admin fee / account holder | $985 | $6,571-85.0% | $4,815-79.5% | $10,133-90.3% |