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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 | $25,747 | $55,902-53.9% | $76,030-66.1% | $80,959-68.2% |
| Participation rate | 26.4% | 62.1%-35.7pp | 69.1%-42.6pp | 67.7%-41.3pp |
| Annual return | 11.24% | 20.59%-9.4pp | 361.54%-350.3pp | 35.67%-24.4pp |
| Employer contribution / active EE | $489 | $1,867-73.8% | $2,688-81.8% | $2,757-82.3% |
| Participant deferral / active EE | $924 | $3,051-69.7% | $4,257-78.3% | $4,300-78.5% |
| Admin fee / account holder | $8,340 | $5,239+59.2% | $6,421+29.9% | $6,925+20.4% |