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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 | $25,566 | $78,520-67.4% | $96,576-73.5% | $82,448-69.0% |
| Participation rate | 36.1% | 77.7%-41.6pp | 81.4%-45.3pp | 68.1%-32.0pp |
| Annual return | 19.24% | 41.30%-22.1pp | 38.47%-19.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,924 | $2,630+11.2% | $3,553-17.7% | $2,551+14.6% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,385 | $13,455-30.2% | $11,381-17.5% | $7,234+29.7% |