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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 | $28,667 | $69,590-58.8% | $136,867-79.1% | $94,015-69.5% |
| Participation rate | 33.0% | 66.3%-33.4pp | 74.5%-41.6pp | 70.8%-37.9pp |
| Annual return | 57.67% | 19.62%+38.0pp | 42.97%+14.7pp | 17.84%+39.8pp |
| Employer contribution / active EE | $284 | $2,396-88.2% | $3,547-92.0% | $2,790-89.8% |
| Participant deferral / active EE | $918 | $3,437-73.3% | $4,924-81.3% | $4,249-78.4% |
| Admin fee / account holder | $571 | $8,912-93.6% | $10,340-94.5% | $8,951-93.6% |