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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 | $23,946 | $58,828-59.3% | $78,002-69.3% | $62,881-61.9% |
| Participation rate | 26.2% | 71.1%-44.9pp | 75.5%-49.4pp | 69.3%-43.2pp |
| Annual return | 7.06% | 17.16%-10.1pp | 425.99%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $500 | $1,672-70.1% | $2,470-79.7% | $2,281-78.1% |
| Participant deferral / active EE | $516 | $2,686-80.8% | $3,497-85.2% | $3,203-83.9% |
| Admin fee / account holder | $1,669 | $4,393-62.0% | $5,481-69.5% | $4,296-61.1% |