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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 | $32,197 | $94,439-65.9% | $73,658-56.3% | $154,746-79.2% |
| Participation rate | 12.5% | 64.7%-52.2pp | 57.0%-44.5pp | 80.7%-68.2pp |
| Annual return | 14.95% | 28.25%-13.3pp | 29.72%-14.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $48 | $1,257-96.2% | $1,032-95.4% | $4,379-98.9% |
| Participant deferral / active EE | $238 | $2,527-90.6% | $2,062-88.5% | $6,730-96.5% |
| Admin fee / account holder | $362 | $3,843-90.6% | $3,357-89.2% | $14,365-97.5% |