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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 | $27,420 | $68,681-60.1% | $86,615-68.3% | $85,847-68.1% |
| Participation rate | 22.4% | 66.4%-44.0pp | 71.6%-49.3pp | 69.3%-47.0pp |
| Annual return | 12.42% | 20.12%-7.7pp | 63.51%-51.1pp | 318.61%-306.2pp |
| Employer contribution / active EE | $557 | $1,880-70.4% | $2,496-77.7% | $2,565-78.3% |
| Participant deferral / active EE | $789 | $2,919-73.0% | $3,699-78.7% | $3,952-80.0% |
| Admin fee / account holder | $3,242 | $5,974-45.7% | $5,830-44.4% | $6,261-48.2% |