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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 | $32,699 | $42,546-23.1% | $71,796-54.5% | $55,167-40.7% |
| Participation rate | 41.3% | 59.1%-17.9pp | 69.1%-27.9pp | 69.0%-27.7pp |
| Annual return | 16.52% | 12.36%+4.2pp | 78.04%-61.5pp | 169.23%-152.7pp |
| Employer contribution / active EE | $317 | $803-60.6% | $1,924-83.5% | $1,963-83.9% |
| Participant deferral / active EE | $691 | $2,064-66.5% | $2,794-75.3% | $3,054-77.4% |
| Admin fee / account holder | $1,162 | $650+78.9% | $4,815-75.9% | $504+130.7% |