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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 | $20,802 | $53,837-61.4% | $75,714-72.5% | $85,847-75.8% |
| Participation rate | 38.7% | 69.1%-30.3pp | 74.8%-36.1pp | 69.3%-30.6pp |
| Annual return | 31.87% | 24.54%+7.3pp | 104.62%-72.8pp | 318.61%-286.7pp |
| Employer contribution / active EE | $1,118 | $2,017-44.6% | $2,744-59.3% | $2,565-56.4% |
| Participant deferral / active EE | $612 | $2,895-78.9% | $3,820-84.0% | $3,952-84.5% |
| Admin fee / account holder | $1,179 | $3,339-64.7% | $3,619-67.4% | $6,261-81.2% |