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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 | $25,306 | $40,479-37.5% | $78,210-67.6% | $62,293-59.4% |
| Participation rate | 20.2% | 54.6%-34.4pp | 68.7%-48.5pp | 69.5%-49.3pp |
| Annual return | 13.45% | 66.31%-52.9pp | 40.90%-27.5pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $1,024-100.0% | $2,034-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $339 | $1,718-80.2% | $2,823-88.0% | $3,169-89.3% |
| Admin fee / account holder | $733 | $376+94.8% | $3,758-80.5% | $479+52.9% |