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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 | $31,182 | $47,944-35.0% | $67,834-54.0% | $62,881-50.4% |
| Participation rate | 25.6% | 61.1%-35.5pp | 68.8%-43.2pp | 69.3%-43.7pp |
| Annual return | 6.34% | 11.77%-5.4pp | 138.47%-132.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $619 | $1,562-60.4% | $2,403-74.3% | $2,281-72.9% |
| Participant deferral / active EE | $560 | $2,247-75.1% | $3,160-82.3% | $3,203-82.5% |
| Admin fee / account holder | $1,737 | $3,712-53.2% | $4,622-62.4% | $4,296-59.6% |