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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 | $26,484 | $50,958-48.0% | $74,552-64.5% | $64,181-58.7% |
| Participation rate | 26.5% | 61.1%-34.6pp | 69.1%-42.7pp | 69.6%-43.1pp |
| Annual return | 1.94% | -1.86%+3.8pp | 32.53%-30.6pp | 7.63%-5.7pp |
| Employer contribution / active EE | $354 | $1,115-68.2% | $1,961-81.9% | $2,381-85.1% |
| Participant deferral / active EE | $875 | $2,301-62.0% | $3,108-71.8% | $3,470-74.8% |
| Admin fee / account holder | $6,134 | $4,223+45.3% | $5,060+21.2% | $4,887+25.5% |