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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 | $23,809 | $65,027-63.4% | $90,970-73.8% | $79,852-70.2% |
| Participation rate | 64.0% | 61.6%+2.4pp | 69.0%-5.0pp | 69.6%-5.6pp |
| Annual return | 16.55% | 30.45%-13.9pp | 134.58%-118.0pp | 31.72%-15.2pp |
| Employer contribution / active EE | $539 | $1,247-56.8% | $2,122-74.6% | $2,471-78.2% |
| Participant deferral / active EE | $764 | $2,512-69.6% | $3,373-77.4% | $3,740-79.6% |
| Admin fee / account holder | $525 | $4,535-88.4% | $5,960-91.2% | $5,306-90.1% |