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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 | $27,437 | $46,534-41.0% | $64,097-57.2% | $75,177-63.5% |
| Participation rate | 50.0% | 65.9%-15.9pp | 72.3%-22.3pp | 67.2%-17.2pp |
| Annual return | 18.47% | 26.07%-7.6pp | 33.75%-15.3pp | 160.75%-142.3pp |
| Employer contribution / active EE | $430 | $1,976-78.2% | $2,750-84.4% | $2,671-83.9% |
| Participant deferral / active EE | $663 | $2,835-76.6% | $3,881-82.9% | $4,126-83.9% |
| Admin fee / account holder | $344 | $2,957-88.4% | $3,070-88.8% | $5,651-93.9% |