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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 | $28,891 | $60,349-52.1% | $74,184-61.1% | $62,881-54.1% |
| Participation rate | 27.1% | 72.7%-45.6pp | 76.6%-49.5pp | 69.3%-42.2pp |
| Annual return | 5.19% | 21.38%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $371 | $1,680-77.9% | $2,370-84.4% | $2,281-83.7% |
| Participant deferral / active EE | $966 | $2,856-66.2% | $3,550-72.8% | $3,203-69.8% |
| Admin fee / account holder | $5,919 | $4,261+38.9% | $5,586+6.0% | $4,296+37.8% |