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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 | $27,216 | $86,701-68.6% | $73,309-62.9% | $125,389-78.3% |
| Participation rate | 61.1% | 78.6%-17.5pp | 74.9%-13.8pp | 83.2%-22.1pp |
| Annual return | 0.08% | 2.78%-2.7pp | 5.67%-5.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $980 | $4,152-76.4% | $3,237-69.7% | $4,866-79.9% |
| Participant deferral / active EE | $1,210 | $5,549-78.2% | $4,991-75.8% | $5,352-77.4% |
| Admin fee / account holder | $4,341 | $7,768-44.1% | $5,635-23.0% | $9,541-54.5% |