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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 | $17,371 | $50,919-65.9% | $155,556-88.8% | $77,762-77.7% |
| Participation rate | 19.8% | 63.1%-43.3pp | 78.2%-58.5pp | 70.6%-50.8pp |
| Annual return | 15.57% | 34.84%-19.3pp | 64.84%-49.3pp | 31.27%-15.7pp |
| Employer contribution / active EE | $432 | $1,991-78.3% | $4,675-90.8% | $2,728-84.2% |
| Participant deferral / active EE | $751 | $2,824-73.4% | $5,631-86.7% | $4,651-83.8% |
| Admin fee / account holder | $1,343 | $437+207.5% | $15,885-91.5% | $433+210.2% |