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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 | $31,098 | $41,016-24.2% | $152,093-79.6% | $64,097-51.5% |
| Participation rate | 26.5% | 51.3%-24.9pp | 77.8%-51.3pp | 55.2%-28.7pp |
| Annual return | 16.47% | 39.60%-23.1pp | 66.36%-49.9pp | 34.64%-18.2pp |
| Employer contribution / active EE | $302 | $1,342-77.5% | $4,175-92.8% | $1,891-84.1% |
| Participant deferral / active EE | $384 | $1,927-80.1% | $5,451-93.0% | $3,080-87.5% |
| Admin fee / account holder | $14,099 | $2,305+511.6% | $14,497-2.7% | $3,454+308.1% |