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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 | $19,754 | $48,364-59.2% | $71,796-72.5% | $62,881-68.6% |
| Participation rate | 55.9% | 60.6%-4.7pp | 69.1%-13.2pp | 69.3%-13.4pp |
| Annual return | 7.62% | 13.16%-5.5pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $635 | $1,042-39.1% | $1,924-67.0% | $2,281-72.2% |
| Participant deferral / active EE | $799 | $2,091-61.8% | $2,794-71.4% | $3,203-75.0% |
| Admin fee / account holder | $1,780 | $3,771-52.8% | $4,815-63.0% | $4,296-58.6% |