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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 | $23,522 | $62,166-62.2% | $81,353-71.1% | $74,459-68.4% |
| Participation rate | 34.3% | 64.1%-29.7pp | 69.5%-35.2pp | 67.2%-32.9pp |
| Annual return | 12.85% | 16.50%-3.6pp | 24.82%-12.0pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $736 | $1,881-60.9% | $2,464-70.1% | $2,626-72.0% |
| Participant deferral / active EE | $978 | $3,223-69.7% | $3,885-74.8% | $4,350-77.5% |
| Admin fee / account holder | $2,980 | $1,925+54.8% | $5,766-48.3% | $1,945+53.2% |