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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 | $24,833 | $77,638-68.0% | $156,551-84.1% | $62,881-60.5% |
| Participation rate | 60.7% | 71.2%-10.5pp | 84.0%-23.3pp | 69.3%-8.6pp |
| Annual return | 5.56% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $559 | $3,444-83.8% | $5,501-89.8% | $2,281-75.5% |
| Participant deferral / active EE | $719 | $3,046-76.4% | $4,871-85.2% | $3,203-77.6% |
| Admin fee / account holder | $1,487 | $5,561-73.3% | $13,028-88.6% | $4,296-65.4% |