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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 | $24,603 | $47,944-48.7% | $67,834-63.7% | $62,881-60.9% |
| Participation rate | 27.2% | 61.1%-33.9pp | 68.8%-41.6pp | 69.3%-42.1pp |
| Annual return | 5.11% | 11.77%-6.7pp | 138.47%-133.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $446 | $1,562-71.4% | $2,403-81.4% | $2,281-80.4% |
| Participant deferral / active EE | $745 | $2,247-66.9% | $3,160-76.4% | $3,203-76.8% |
| Admin fee / account holder | $946 | $3,712-74.5% | $4,622-79.5% | $4,296-78.0% |