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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 | $23,880 | $49,976-52.2% | $66,674-64.2% | $82,637-71.1% |
| Participation rate | 17.9% | 63.1%-45.2pp | 73.7%-55.8pp | 68.1%-50.2pp |
| Annual return | 14.09% | 39.09%-25.0pp | 321.24%-307.2pp | 53.51%-39.4pp |
| Employer contribution / active EE | $271 | $1,988-86.4% | $2,620-89.7% | $2,552-89.4% |
| Participant deferral / active EE | $304 | $2,847-89.3% | $4,084-92.6% | $4,126-92.6% |
| Admin fee / account holder | $1,731 | $4,594-62.3% | $5,098-66.0% | $7,339-76.4% |