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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 | $16,704 | $41,016-59.3% | $152,093-89.0% | $64,097-73.9% |
| Participation rate | 54.5% | 51.3%+3.2pp | 77.8%-23.2pp | 55.2%-0.6pp |
| Annual return | 14.52% | 39.60%-25.1pp | 66.36%-51.8pp | 34.64%-20.1pp |
| Employer contribution / active EE | $1,027 | $1,342-23.5% | $4,175-75.4% | $1,891-45.7% |
| Participant deferral / active EE | $328 | $1,927-83.0% | $5,451-94.0% | $3,080-89.4% |
| Admin fee / account holder | $1,266 | $2,305-45.1% | $14,497-91.3% | $3,454-63.4% |