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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 | $23,291 | $75,183-69.0% | $123,894-81.2% | $55,167-57.8% |
| Participation rate | 37.3% | 72.8%-35.6pp | 81.4%-44.2pp | 69.0%-31.7pp |
| Annual return | 23.24% | 19.01%+4.2pp | 47.52%-24.3pp | 169.23%-146.0pp |
| Employer contribution / active EE | $695 | $2,823-75.4% | $4,617-85.0% | $1,963-64.6% |
| Participant deferral / active EE | $1,357 | $5,084-73.3% | $5,984-77.3% | $3,054-55.6% |
| Admin fee / account holder | $1,701 | $663+156.8% | $8,357-79.6% | $504+237.7% |