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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 | $24,652 | $58,493-57.9% | $84,021-70.7% | $72,975-66.2% |
| Participation rate | 69.4% | 61.2%+8.1pp | 69.0%+0.3pp | 69.5%-0.1pp |
| Annual return | 17.28% | 28.93%-11.7pp | 71.32%-54.0pp | 81.01%-63.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $705 | $2,394-70.5% | $3,239-78.2% | $3,608-80.5% |
| Admin fee / account holder | $7,126 | $4,569+56.0% | $6,102+16.8% | $5,124+39.1% |