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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 | $37,559 | $64,920-42.1% | $103,693-63.8% | $86,983-56.8% |
| Participation rate | 10.6% | 63.6%-53.0pp | 72.6%-62.0pp | 69.5%-58.9pp |
| Annual return | 14.46% | 30.29%-15.8pp | 47.61%-33.1pp | 25.83%-11.4pp |
| Employer contribution / active EE | $323 | $2,141-84.9% | $2,920-89.0% | $2,584-87.5% |
| Participant deferral / active EE | $479 | $3,241-85.2% | $4,579-89.5% | $4,194-88.6% |
| Admin fee / account holder | $364 | $6,191-94.1% | $7,858-95.4% | $7,856-95.4% |