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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 | $25,521 | $48,364-47.2% | $71,796-64.5% | $62,881-59.4% |
| Participation rate | 28.3% | 60.6%-32.4pp | 69.1%-40.9pp | 69.3%-41.0pp |
| Annual return | 6.42% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $331 | $1,042-68.2% | $1,924-82.8% | $2,281-85.5% |
| Participant deferral / active EE | $917 | $2,091-56.2% | $2,794-67.2% | $3,203-71.4% |
| Admin fee / account holder | $1,844 | $3,771-51.1% | $4,815-61.7% | $4,296-57.1% |