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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 | $22,952 | $53,127-56.8% | $86,587-73.5% | $70,131-67.3% |
| Participation rate | 16.7% | 65.3%-48.6pp | 73.5%-56.9pp | 69.5%-52.9pp |
| Annual return | 13.47% | 27.66%-14.2pp | 964.86%-951.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $355 | $2,068-82.8% | $2,839-87.5% | $2,342-84.8% |
| Participant deferral / active EE | $598 | $2,696-77.8% | $3,609-83.4% | $3,332-82.1% |
| Admin fee / account holder | $3,005 | $3,585-16.2% | $4,906-38.7% | $4,645-35.3% |