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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 | $23,011 | $46,599-50.6% | $64,101-64.1% | $75,173-69.4% |
| Participation rate | 34.4% | 65.9%-31.6pp | 72.3%-37.9pp | 67.2%-32.8pp |
| Annual return | 11.78% | 26.06%-14.3pp | 33.72%-21.9pp | 160.72%-148.9pp |
| Employer contribution / active EE | $903 | $1,975-54.3% | $2,749-67.1% | $2,671-66.2% |
| Participant deferral / active EE | $732 | $2,837-74.2% | $3,881-81.1% | $4,126-82.3% |
| Admin fee / account holder | $2,568 | $2,956-13.1% | $3,070-16.4% | $5,651-54.6% |