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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 | $12,834 | $48,053-73.3% | $84,623-84.8% | $72,983-82.4% |
| Participation rate | 20.7% | 57.6%-36.9pp | 68.2%-47.5pp | 69.5%-48.8pp |
| Annual return | 25.30% | 37.39%-12.1pp | 258.77%-233.5pp | 81.01%-55.7pp |
| Employer contribution / active EE | $329 | $1,602-79.5% | $2,652-87.6% | $2,440-86.5% |
| Participant deferral / active EE | $366 | $2,681-86.4% | $3,899-90.6% | $3,608-89.9% |
| Admin fee / account holder | $1,082 | $3,395-68.1% | $4,913-78.0% | $5,124-78.9% |