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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 | $18,446 | $36,767-49.8% | $81,473-77.4% | $62,293-70.4% |
| Participation rate | 32.7% | 54.4%-21.8pp | 68.0%-35.3pp | 69.5%-36.8pp |
| Annual return | 20.28% | 173.80%-153.5pp | 38.78%-18.5pp | 28.90%-8.6pp |
| Employer contribution / active EE | $334 | $1,128-70.4% | $2,568-87.0% | $2,042-83.6% |
| Participant deferral / active EE | $480 | $2,111-77.3% | $3,537-86.4% | $3,169-84.9% |
| Admin fee / account holder | $822 | $797+3.1% | $4,561-82.0% | $479+71.5% |