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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 | $21,156 | $64,920-67.4% | $103,693-79.6% | $86,983-75.7% |
| Participation rate | 18.8% | 63.6%-44.8pp | 72.6%-53.9pp | 69.5%-50.8pp |
| Annual return | 11.77% | 30.29%-18.5pp | 47.61%-35.8pp | 25.83%-14.1pp |
| Employer contribution / active EE | $304 | $2,141-85.8% | $2,920-89.6% | $2,584-88.2% |
| Participant deferral / active EE | $341 | $3,241-89.5% | $4,579-92.6% | $4,194-91.9% |
| Admin fee / account holder | $9,082 | $6,191+46.7% | $7,858+15.6% | $7,856+15.6% |