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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 | $21,640 | $71,230-69.6% | $93,727-76.9% | $80,959-73.3% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.7%-27.7pp |
| Annual return | 9.98% | 11.26%-1.3pp | 133.83%-123.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $448 | $1,565-71.4% | $2,421-81.5% | $2,757-83.8% |
| Participant deferral / active EE | $863 | $4,037-78.6% | $4,417-80.5% | $4,300-79.9% |
| Admin fee / account holder | $716 | $6,961-89.7% | $8,292-91.4% | $6,925-89.7% |