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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 | $30,886 | $65,041-52.5% | $90,965-66.0% | $79,858-61.3% |
| Participation rate | 32.4% | 61.6%-29.2pp | 69.0%-36.6pp | 69.6%-37.2pp |
| Annual return | 11.29% | 30.45%-19.2pp | 134.57%-123.3pp | 31.72%-20.4pp |
| Employer contribution / active EE | $296 | $1,247-76.2% | $2,122-86.0% | $2,471-88.0% |
| Participant deferral / active EE | $744 | $2,512-70.4% | $3,373-77.9% | $3,740-80.1% |
| Admin fee / account holder | $7,229 | $4,536+59.4% | $5,960+21.3% | $5,306+36.2% |