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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 | $20,390 | $77,638-73.7% | $156,551-87.0% | $62,881-67.6% |
| Participation rate | 34.8% | 71.2%-36.4pp | 84.0%-49.2pp | 69.3%-34.5pp |
| Annual return | 5.83% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $466 | $3,444-86.5% | $5,501-91.5% | $2,281-79.6% |
| Participant deferral / active EE | $558 | $3,046-81.7% | $4,871-88.6% | $3,203-82.6% |
| Admin fee / account holder | $1,314 | $5,561-76.4% | $13,028-89.9% | $4,296-69.4% |