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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 | $37,385 | $69,515-46.2% | $86,868-57.0% | $85,856-56.5% |
| Participation rate | 55.9% | 66.3%-10.4pp | 71.6%-15.7pp | 69.3%-13.4pp |
| Annual return | 14.04% | 20.12%-6.1pp | 63.53%-49.5pp | 318.58%-304.5pp |
| Employer contribution / active EE | $425 | $1,880-77.4% | $2,496-83.0% | $2,565-83.4% |
| Participant deferral / active EE | $898 | $2,919-69.2% | $3,699-75.7% | $3,952-77.3% |
| Admin fee / account holder | $607 | $5,972-89.8% | $5,829-89.6% | $6,261-90.3% |