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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 | $10,686 | $58,627-81.8% | $76,735-86.1% | $82,448-87.0% |
| Participation rate | 28.6% | 63.2%-34.6pp | 69.5%-40.9pp | 68.1%-39.5pp |
| Annual return | 14.39% | 39.10%-24.7pp | 29.77%-15.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $603 | $1,729-65.1% | $2,454-75.4% | $2,551-76.4% |
| Participant deferral / active EE | $1,005 | $3,134-67.9% | $4,088-75.4% | $4,139-75.7% |
| Admin fee / account holder | $8,289 | $5,323+55.7% | $7,189+15.3% | $7,234+14.6% |