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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 | $27,975 | $47,944-41.7% | $67,834-58.8% | $62,881-55.5% |
| Participation rate | 59.2% | 61.1%-1.9pp | 68.8%-9.6pp | 69.3%-10.1pp |
| Annual return | 8.02% | 11.77%-3.7pp | 138.47%-130.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,615 | $1,562+131.4% | $2,403+50.4% | $2,281+58.5% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $884 | $3,712-76.2% | $4,622-80.9% | $4,296-79.4% |