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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 | $23,447 | $47,163-50.3% | $149,696-84.3% | $74,460-68.5% |
| Participation rate | 12.6% | 63.4%-50.8pp | 78.8%-66.2pp | 70.7%-58.2pp |
| Annual return | 14.97% | 22.75%-7.8pp | 134.46%-119.5pp | 34.38%-19.4pp |
| Employer contribution / active EE | $391 | $1,907-79.5% | $4,821-91.9% | $2,638-85.2% |
| Participant deferral / active EE | $754 | $2,730-72.4% | $5,682-86.7% | $4,530-83.4% |
| Admin fee / account holder | $2,720 | $343+693.1% | $13,212-79.4% | $348+682.1% |