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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 | $23,657 | $57,352-58.8% | $83,830-71.8% | $64,173-63.1% |
| Participation rate | 24.4% | 68.6%-44.2pp | 76.1%-51.7pp | 69.6%-45.2pp |
| Annual return | -5.01% | 11.38%-16.4pp | 850.97%-856.0pp | 7.63%-12.6pp |
| Employer contribution / active EE | $676 | $2,546-73.4% | $3,631-81.4% | $2,381-71.6% |
| Participant deferral / active EE | $909 | $2,993-69.6% | $4,082-77.7% | $3,470-73.8% |
| Admin fee / account holder | $835 | $4,046-79.4% | $5,479-84.8% | $4,887-82.9% |