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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 | $29,859 | $55,902-46.6% | $76,030-60.7% | $80,959-63.1% |
| Participation rate | 14.3% | 62.1%-47.8pp | 69.1%-54.8pp | 67.7%-53.4pp |
| Annual return | 12.08% | 20.59%-8.5pp | 361.54%-349.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $630 | $1,867-66.2% | $2,688-76.5% | $2,757-77.1% |
| Participant deferral / active EE | $946 | $3,051-69.0% | $4,257-77.8% | $4,300-78.0% |
| Admin fee / account holder | $4,964 | $5,239-5.3% | $6,421-22.7% | $6,925-28.3% |