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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 | $19,364 | $73,787-73.8% | $98,716-80.4% | $82,448-76.5% |
| Participation rate | 31.0% | 61.4%-30.4pp | 69.3%-38.3pp | 68.1%-37.0pp |
| Annual return | 21.99% | 18.57%+3.4pp | 31.81%-9.8pp | 41.64%-19.7pp |
| Employer contribution / active EE | $608 | $1,511-59.8% | $2,279-73.3% | $2,551-76.2% |
| Participant deferral / active EE | $881 | $3,081-71.4% | $4,048-78.2% | $4,139-78.7% |
| Admin fee / account holder | $1,476 | $6,500-77.3% | $8,703-83.0% | $7,234-79.6% |