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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 | $55,930-54.0% | $76,089-66.2% | $80,925-68.2% |
| Participation rate | 26.4% | 62.1%-35.6pp | 69.1%-42.7pp | 67.7%-41.2pp |
| Annual return | 11.24% | 20.58%-9.3pp | 360.94%-349.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $489 | $1,866-73.8% | $2,690-81.8% | $2,756-82.3% |
| Participant deferral / active EE | $924 | $3,051-69.7% | $4,259-78.3% | $4,299-78.5% |
| Admin fee / account holder | $8,340 | $5,241+59.1% | $6,418+30.0% | $6,940+20.2% |