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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 | $27,327 | $45,566-40.0% | $64,105-57.4% | $59,633-54.2% |
| Participation rate | 54.8% | 60.2%-5.3pp | 68.2%-13.3pp | 68.7%-13.8pp |
| Annual return | 1.32% | 4.95%-3.6pp | 791.24%-789.9pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $314 | $934-66.4% | $1,820-82.7% | $2,203-85.7% |
| Participant deferral / active EE | $690 | $2,057-66.5% | $2,822-75.6% | $3,192-78.4% |
| Admin fee / account holder | $1,863 | $3,268-43.0% | $4,499-58.6% | $4,297-56.6% |