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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 | $25,844 | $93,598-72.4% | $135,974-81.0% | $75,173-65.6% |
| Participation rate | 50.6% | 75.2%-24.6pp | 81.9%-31.4pp | 67.2%-16.6pp |
| Annual return | 18.85% | 30.89%-12.0pp | 68.30%-49.5pp | 160.72%-141.9pp |
| Employer contribution / active EE | $1,159 | $3,538-67.2% | $4,859-76.1% | $2,671-56.6% |
| Participant deferral / active EE | $2,308 | $6,405-64.0% | $7,760-70.3% | $4,126-44.1% |
| Admin fee / account holder | $557 | $6,978-92.0% | $10,767-94.8% | $5,651-90.1% |