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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 | $27,802 | $71,230-61.0% | $93,727-70.3% | $80,959-65.7% |
| Participation rate | 34.5% | 60.4%-25.8pp | 68.7%-34.2pp | 67.7%-33.1pp |
| Annual return | 15.08% | 11.26%+3.8pp | 133.83%-118.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $783 | $1,565-50.0% | $2,421-67.6% | $2,757-71.6% |
| Participant deferral / active EE | $1,138 | $4,037-71.8% | $4,417-74.2% | $4,300-73.5% |
| Admin fee / account holder | $1,003 | $6,961-85.6% | $8,292-87.9% | $6,925-85.5% |