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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 | $25,849 | $84,236-69.3% | $170,439-84.8% | $70,124-63.1% |
| Participation rate | 64.1% | 70.8%-6.7pp | 83.6%-19.5pp | 69.5%-5.4pp |
| Annual return | 12.45% | 23.06%-10.6pp | 205.94%-193.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $535 | $3,387-84.2% | $5,433-90.1% | $2,342-77.1% |
| Participant deferral / active EE | $700 | $3,086-77.3% | $4,939-85.8% | $3,332-79.0% |
| Admin fee / account holder | $2,262 | $5,698-60.3% | $13,881-83.7% | $4,645-51.3% |