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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 | $24,715 | $47,848-48.3% | $81,473-69.7% | $70,126-64.8% |
| Participation rate | 49.3% | 58.3%-9.0pp | 68.0%-18.7pp | 69.5%-20.3pp |
| Annual return | 16.37% | 27.25%-10.9pp | 38.78%-22.4pp | 73.15%-56.8pp |
| Employer contribution / active EE | $299 | $1,527-80.5% | $2,568-88.4% | $2,343-87.3% |
| Participant deferral / active EE | $463 | $2,453-81.1% | $3,537-86.9% | $3,332-86.1% |
| Admin fee / account holder | $2,455 | $3,145-21.9% | $4,561-46.2% | $4,645-47.1% |