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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 | $27,278 | $91,198-70.1% | $178,503-84.7% | $79,856-65.8% |
| Participation rate | 52.5% | 69.2%-16.7pp | 81.9%-29.4pp | 69.6%-17.1pp |
| Annual return | 13.95% | 24.20%-10.2pp | 151.12%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $564 | $3,257-82.7% | $5,011-88.7% | $2,471-77.2% |
| Participant deferral / active EE | $704 | $3,237-78.2% | $5,202-86.5% | $3,741-81.2% |
| Admin fee / account holder | $771 | $6,748-88.6% | $13,987-94.5% | $5,306-85.5% |