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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 | $38,197 | $45,043-15.2% | $63,005-39.4% | $70,124-45.5% |
| Participation rate | 25.6% | 69.5%-43.9pp | 74.8%-49.2pp | 69.5%-43.9pp |
| Annual return | 16.46% | 18.76%-2.3pp | 87.59%-71.1pp | 73.14%-56.7pp |
| Employer contribution / active EE | $525 | $2,052-74.4% | $2,760-81.0% | $2,342-77.6% |
| Participant deferral / active EE | $170 | $2,466-93.1% | $3,329-94.9% | $3,332-94.9% |
| Admin fee / account holder | $721 | $2,833-74.6% | $3,599-80.0% | $4,645-84.5% |