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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 | $45,312-45.1% | $86,233-71.2% | $67,986-63.4% |
| Participation rate | 36.7% | 42.4%-5.7pp | 69.0%-32.3pp | 57.2%-20.5pp |
| Annual return | 17.17% | 24.79%-7.6pp | 61.39%-44.2pp | 31.67%-14.5pp |
| Employer contribution / active EE | $234 | $1,160-79.8% | $2,504-90.6% | $2,019-88.4% |
| Participant deferral / active EE | $389 | $2,185-82.2% | $4,559-91.5% | $3,358-88.4% |
| Admin fee / account holder | $4,903 | $3,295+48.8% | $8,342-41.2% | $3,203+53.1% |