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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 | $41,043 | $54,541-24.7% | $78,778-47.9% | $70,126-41.5% |
| Participation rate | 12.3% | 60.8%-48.5pp | 69.2%-56.8pp | 69.5%-57.2pp |
| Annual return | 72.80% | 21.07%+51.7pp | 35.62%+37.2pp | 73.15%-0.4pp |
| Employer contribution / active EE | $198 | $1,089-81.8% | $1,986-90.0% | $2,343-91.5% |
| Participant deferral / active EE | $689 | $2,210-68.8% | $2,958-76.7% | $3,332-79.3% |
| Admin fee / account holder | $2,182 | $3,709-41.2% | $5,134-57.5% | $4,645-53.0% |