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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 | $22,523 | $56,894-60.4% | $84,753-73.4% | $62,881-64.2% |
| Participation rate | 58.6% | 68.5%-9.9pp | 76.6%-18.0pp | 69.3%-10.7pp |
| Annual return | 4.59% | 6.30%-1.7pp | 22.78%-18.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $549 | $2,709-79.7% | $3,712-85.2% | $3,203-82.9% |
| Admin fee / account holder | $864 | $3,581-75.9% | $5,333-83.8% | $4,296-79.9% |