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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 | $9,913 | $46,599-78.7% | $64,101-84.5% | $75,173-86.8% |
| Participation rate | 60.3% | 65.9%-5.6pp | 72.3%-12.0pp | 67.2%-6.9pp |
| Annual return | 18.67% | 26.06%-7.4pp | 33.72%-15.1pp | 160.72%-142.0pp |
| Employer contribution / active EE | $1,671 | $1,975-15.4% | $2,749-39.2% | $2,671-37.4% |
| Participant deferral / active EE | $405 | $2,837-85.7% | $3,881-89.6% | $4,126-90.2% |
| Admin fee / account holder | $322 | $2,956-89.1% | $3,070-89.5% | $5,651-94.3% |