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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 | $27,848 | $78,690-64.6% | $161,489-82.8% | $87,485-68.2% |
| Participation rate | 33.3% | 67.5%-34.1pp | 78.7%-45.4pp | 68.9%-35.6pp |
| Annual return | 17.47% | 32.74%-15.3pp | 89.72%-72.3pp | 26.06%-8.6pp |
| Employer contribution / active EE | $545 | $2,588-78.9% | $4,268-87.2% | $2,596-79.0% |
| Participant deferral / active EE | $957 | $3,311-71.1% | $5,630-83.0% | $4,274-77.6% |
| Admin fee / account holder | $1,151 | $6,724-82.9% | $16,006-92.8% | $7,775-85.2% |