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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 | $24,782 | $43,075-42.5% | $74,577-66.8% | $62,881-60.6% |
| Participation rate | 20.0% | 58.1%-38.1pp | 68.1%-48.1pp | 69.3%-49.3pp |
| Annual return | 8.40% | 17.50%-9.1pp | 20.47%-12.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $216 | $1,498-85.6% | $2,525-91.4% | $2,281-90.5% |
| Participant deferral / active EE | $576 | $2,389-75.9% | $3,458-83.3% | $3,203-82.0% |
| Admin fee / account holder | $1,306 | $2,840-54.0% | $4,138-68.4% | $4,296-69.6% |