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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 | $34,497 | $59,123-41.7% | $77,183-55.3% | $75,181-54.1% |
| Participation rate | 21.6% | 63.9%-42.2pp | 69.6%-47.9pp | 67.2%-45.5pp |
| Annual return | 30.21% | 26.72%+3.5pp | 37.89%-7.7pp | 160.69%-130.5pp |
| Employer contribution / active EE | $666 | $1,996-66.6% | $2,534-73.7% | $2,671-75.1% |
| Participant deferral / active EE | $967 | $2,999-67.8% | $3,833-74.8% | $4,126-76.6% |
| Admin fee / account holder | $520 | $4,776-89.1% | $5,475-90.5% | $5,650-90.8% |