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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 | $23,104 | $53,128-56.5% | $86,582-73.3% | $70,126-67.1% |
| Participation rate | 44.9% | 65.3%-20.4pp | 73.5%-28.6pp | 69.5%-24.6pp |
| Annual return | 15.60% | 27.66%-12.1pp | 965.08%-949.5pp | 73.15%-57.5pp |
| Employer contribution / active EE | $516 | $2,068-75.0% | $2,839-81.8% | $2,343-78.0% |
| Participant deferral / active EE | $658 | $2,695-75.6% | $3,609-81.8% | $3,332-80.3% |
| Admin fee / account holder | $1,817 | $3,584-49.3% | $4,904-63.0% | $4,645-60.9% |