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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 | $32,514 | $64,920-49.9% | $103,693-68.6% | $86,983-62.6% |
| Participation rate | 2.2% | 63.6%-61.4pp | 72.6%-70.4pp | 69.5%-67.3pp |
| Annual return | 23.97% | 30.29%-6.3pp | 47.61%-23.6pp | 25.83%-1.9pp |
| Employer contribution / active EE | $90 | $2,141-95.8% | $2,920-96.9% | $2,584-96.5% |
| Participant deferral / active EE | $90 | $3,241-97.2% | $4,579-98.0% | $4,194-97.9% |
| Admin fee / account holder | $317 | $6,191-94.9% | $7,858-96.0% | $7,856-96.0% |