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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 | $20,908 | $46,599-55.1% | $64,101-67.4% | $75,173-72.2% |
| Participation rate | 25.0% | 65.9%-40.9pp | 72.3%-47.3pp | 67.2%-42.2pp |
| Annual return | 12.08% | 26.06%-14.0pp | 33.72%-21.6pp | 160.72%-148.6pp |
| Employer contribution / active EE | $695 | $1,975-64.8% | $2,749-74.7% | $2,671-74.0% |
| Participant deferral / active EE | $684 | $2,837-75.9% | $3,881-82.4% | $4,126-83.4% |
| Admin fee / account holder | $5,705 | $2,956+93.0% | $3,070+85.8% | $5,651+1.0% |