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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 | $22,634 | $25,014-9.5% | $69,611-67.5% | $80,925-72.0% |
| Participation rate | 27.8% | 64.2%-36.4pp | 66.4%-38.7pp | 67.7%-39.9pp |
| Annual return | 11.99% | 19.08%-7.1pp | 101.14%-89.1pp | 35.65%-23.7pp |
| Employer contribution / active EE | $557 | $991-43.8% | $1,709-67.4% | $2,756-79.8% |
| Participant deferral / active EE | $732 | $1,840-60.2% | $2,891-74.7% | $4,299-83.0% |
| Admin fee / account holder | $4,197 | $2,491+68.5% | $4,696-10.6% | $6,940-39.5% |