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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 | $30,504 | $94,439-67.7% | $73,658-58.6% | $154,746-80.3% |
| Participation rate | 7.7% | 64.7%-57.0pp | 57.0%-49.3pp | 80.7%-73.0pp |
| Annual return | 18.71% | 28.25%-9.5pp | 29.72%-11.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $102 | $1,257-91.9% | $1,032-90.1% | $4,379-97.7% |
| Participant deferral / active EE | $265 | $2,527-89.5% | $2,062-87.2% | $6,730-96.1% |
| Admin fee / account holder | $322 | $3,843-91.6% | $3,357-90.4% | $14,365-97.8% |