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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 | $36,583 | $71,230-48.6% | $93,727-61.0% | $80,959-54.8% |
| Participation rate | 42.6% | 60.4%-17.8pp | 68.7%-26.2pp | 67.7%-25.1pp |
| Annual return | 10.92% | 11.26%-0.3pp | 133.83%-122.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $436 | $1,565-72.1% | $2,421-82.0% | $2,757-84.2% |
| Participant deferral / active EE | $629 | $4,037-84.4% | $4,417-85.8% | $4,300-85.4% |
| Admin fee / account holder | $960 | $6,961-86.2% | $8,292-88.4% | $6,925-86.1% |