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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 | $21,565 | $56,918-62.1% | $182,531-88.2% | $65,185-66.9% |
| Participation rate | 25.7% | 66.5%-40.8pp | 78.0%-52.3pp | 70.2%-44.5pp |
| Annual return | 24.72% | 27.67%-3.0pp | 148.57%-123.9pp | 29.38%-4.7pp |
| Employer contribution / active EE | $376 | $1,615-76.7% | $4,075-90.8% | $2,177-82.7% |
| Participant deferral / active EE | $1,027 | $3,526-70.9% | $5,525-81.4% | $3,514-70.8% |
| Admin fee / account holder | $2,933 | $531+452.2% | $8,593-65.9% | $847+246.2% |