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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 | $27,060 | $58,828-54.0% | $78,002-65.3% | $62,881-57.0% |
| Participation rate | 48.6% | 71.1%-22.4pp | 75.5%-26.9pp | 69.3%-20.7pp |
| Annual return | 7.02% | 17.16%-10.1pp | 425.99%-419.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $599 | $1,672-64.2% | $2,470-75.8% | $2,281-73.7% |
| Participant deferral / active EE | $846 | $2,686-68.5% | $3,497-75.8% | $3,203-73.6% |
| Admin fee / account holder | $535 | $4,393-87.8% | $5,481-90.2% | $4,296-87.5% |