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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 | $19,015 | $65,395-70.9% | $182,540-89.6% | $72,975-73.9% |
| Participation rate | 16.7% | 65.4%-48.8pp | 78.0%-61.3pp | 69.5%-52.8pp |
| Annual return | 21.18% | 27.68%-6.5pp | 148.58%-127.4pp | 81.01%-59.8pp |
| Employer contribution / active EE | $363 | $1,911-81.0% | $4,076-91.1% | $2,440-85.1% |
| Participant deferral / active EE | $635 | $3,563-82.2% | $5,525-88.5% | $3,608-82.4% |
| Admin fee / account holder | $7,014 | $4,245+65.2% | $8,593-18.4% | $5,124+36.9% |