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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 | $27,748 | $76,551-63.8% | $123,894-77.6% | $62,881-55.9% |
| Participation rate | 53.1% | 73.0%-19.9pp | 81.4%-28.3pp | 69.3%-16.2pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $848 | $2,882-70.6% | $4,617-81.6% | $2,281-62.8% |
| Participant deferral / active EE | $1,708 | $4,840-64.7% | $5,984-71.5% | $3,203-46.7% |
| Admin fee / account holder | $1,873 | $4,826-61.2% | $8,357-77.6% | $4,296-56.4% |