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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 | $23,629 | $57,976-59.2% | $63,005-62.5% | $62,293-62.1% |
| Participation rate | 42.9% | 75.9%-33.1pp | 74.8%-32.0pp | 69.5%-26.7pp |
| Annual return | 21.11% | 17.54%+3.6pp | 87.59%-66.5pp | 28.90%-7.8pp |
| Employer contribution / active EE | $648 | $2,415-73.2% | $2,760-76.5% | $2,042-68.3% |
| Participant deferral / active EE | $1,064 | $2,956-64.0% | $3,329-68.0% | $3,169-66.4% |
| Admin fee / account holder | $1,475 | $276+435.0% | $3,599-59.0% | $479+207.8% |