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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 | $22,697 | $57,541-60.6% | $95,728-76.3% | $75,181-69.8% |
| Participation rate | 37.9% | 62.5%-24.6pp | 72.3%-34.4pp | 67.2%-29.3pp |
| Annual return | 15.37% | 34.93%-19.6pp | 28.40%-13.0pp | 160.69%-145.3pp |
| Employer contribution / active EE | $503 | $1,808-72.2% | $2,835-82.3% | $2,671-81.2% |
| Participant deferral / active EE | $1,010 | $3,074-67.1% | $4,245-76.2% | $4,126-75.5% |
| Admin fee / account holder | $414 | $4,099-89.9% | $5,673-92.7% | $5,650-92.7% |