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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 | $24,875 | $77,638-68.0% | $156,551-84.1% | $62,881-60.4% |
| Participation rate | 58.0% | 71.2%-13.2pp | 84.0%-26.0pp | 69.3%-11.3pp |
| Annual return | 6.26% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $392 | $3,444-88.6% | $5,501-92.9% | $2,281-82.8% |
| Participant deferral / active EE | $813 | $3,046-73.3% | $4,871-83.3% | $3,203-74.6% |
| Admin fee / account holder | $6,809 | $5,561+22.4% | $13,028-47.7% | $4,296+58.5% |