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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 | $39,259 | $86,949-54.8% | $102,460-61.7% | $80,959-51.5% |
| Participation rate | 40.5% | 72.4%-31.8pp | 76.5%-36.0pp | 67.7%-27.1pp |
| Annual return | 11.28% | 18.89%-7.6pp | 29.47%-18.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $793 | $2,370-66.5% | $3,025-73.8% | $2,757-71.2% |
| Participant deferral / active EE | $793 | $4,121-80.8% | $5,056-84.3% | $4,300-81.6% |
| Admin fee / account holder | $853 | $8,048-89.4% | $9,460-91.0% | $6,925-87.7% |