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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 | $20,529 | $39,132-47.5% | $57,196-64.1% | $62,881-67.4% |
| Participation rate | 63.0% | 70.5%-7.4pp | 75.3%-12.3pp | 69.3%-6.3pp |
| Annual return | 0.00% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $542 | $1,874-71.1% | $2,683-79.8% | $2,281-76.2% |
| Participant deferral / active EE | $529 | $2,374-77.7% | $3,096-82.9% | $3,203-83.5% |
| Admin fee / account holder | $517 | $2,594-80.1% | $3,141-83.5% | $4,296-88.0% |