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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 | $28,472 | $61,816-53.9% | $97,260-70.7% | $80,935-64.8% |
| Participation rate | 37.9% | 63.5%-25.5pp | 72.7%-34.7pp | 67.7%-29.7pp |
| Annual return | 11.47% | -558.73%+570.2pp | 75.54%-64.1pp | 35.66%-24.2pp |
| Employer contribution / active EE | $429 | $1,836-76.7% | $2,721-84.2% | $2,757-84.5% |
| Participant deferral / active EE | $899 | $3,027-70.3% | $4,262-78.9% | $4,299-79.1% |
| Admin fee / account holder | $733 | $5,166-85.8% | $5,640-87.0% | $6,924-89.4% |