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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 | $42,393 | $78,707-46.1% | $117,861-64.0% | $70,126-39.5% |
| Participation rate | 21.4% | 73.2%-51.8pp | 79.7%-58.2pp | 69.5%-48.1pp |
| Annual return | 13.71% | 23.30%-9.6pp | 335.11%-321.4pp | 73.15%-59.4pp |
| Employer contribution / active EE | $677 | $2,223-69.5% | $3,786-82.1% | $2,343-71.1% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,379 | $5,066-53.0% | $8,021-70.3% | $4,645-48.8% |