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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 | $22,411 | $78,690-71.5% | $161,489-86.1% | $87,485-74.4% |
| Participation rate | 30.8% | 67.5%-36.7pp | 78.7%-47.9pp | 68.9%-38.2pp |
| Annual return | 17.53% | 32.74%-15.2pp | 89.72%-72.2pp | 26.06%-8.5pp |
| Employer contribution / active EE | $373 | $2,588-85.6% | $4,268-91.3% | $2,596-85.6% |
| Participant deferral / active EE | $717 | $3,311-78.3% | $5,630-87.3% | $4,274-83.2% |
| Admin fee / account holder | $2,821 | $6,724-58.0% | $16,006-82.4% | $7,775-63.7% |