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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 | $11,599 | $48,337-76.0% | $67,560-82.8% | $80,959-85.7% |
| Participation rate | 58.2% | 66.4%-8.2pp | 72.9%-14.8pp | 67.7%-9.5pp |
| Annual return | 12.97% | 18.26%-5.3pp | 3533.50%-3520.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $974 | $2,023-51.8% | $2,737-64.4% | $2,757-64.7% |
| Participant deferral / active EE | $288 | $2,928-90.2% | $4,004-92.8% | $4,300-93.3% |
| Admin fee / account holder | $704 | $3,695-80.9% | $3,994-82.4% | $6,925-89.8% |