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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 | $27,004 | $72,404-62.7% | $110,243-75.5% | $64,173-57.9% |
| Participation rate | 51.1% | 73.3%-22.3pp | 79.8%-28.8pp | 69.6%-18.5pp |
| Annual return | 1.65% | -6.29%+7.9pp | 314.76%-313.1pp | 7.63%-6.0pp |
| Employer contribution / active EE | $847 | $2,282-62.9% | $3,827-77.9% | $2,381-64.4% |
| Participant deferral / active EE | $1,316 | $3,469-62.1% | $4,672-71.8% | $3,470-62.1% |
| Admin fee / account holder | $4,918 | $5,664-13.2% | $8,548-42.5% | $4,887+0.6% |