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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 | $20,755 | $84,236-75.4% | $170,435-87.8% | $70,126-70.4% |
| Participation rate | 32.2% | 70.8%-38.6pp | 83.6%-51.4pp | 69.5%-37.3pp |
| Annual return | 17.57% | 23.06%-5.5pp | 205.94%-188.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $386 | $3,387-88.6% | $5,432-92.9% | $2,343-83.5% |
| Participant deferral / active EE | $428 | $3,086-86.1% | $4,939-91.3% | $3,332-87.2% |
| Admin fee / account holder | $3,423 | $5,698-39.9% | $13,881-75.3% | $4,645-26.3% |