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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 | $18,074 | $52,279-65.4% | $89,414-79.8% | $79,852-77.4% |
| Participation rate | 20.0% | 57.5%-37.5pp | 68.0%-48.0pp | 69.6%-49.6pp |
| Annual return | 23.47% | 22.16%+1.3pp | 245.50%-222.0pp | 31.72%-8.2pp |
| Employer contribution / active EE | $337 | $1,572-78.6% | $2,586-87.0% | $2,471-86.4% |
| Participant deferral / active EE | $371 | $2,740-86.5% | $3,890-90.5% | $3,740-90.1% |
| Admin fee / account holder | $1,323 | $3,356-60.6% | $4,883-72.9% | $5,306-75.1% |