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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 | $18,260 | $78,690-76.8% | $161,489-88.7% | $87,485-79.1% |
| Participation rate | 43.6% | 67.5%-23.8pp | 78.7%-35.1pp | 68.9%-25.3pp |
| Annual return | 21.62% | 32.74%-11.1pp | 89.72%-68.1pp | 26.06%-4.4pp |
| Employer contribution / active EE | $760 | $2,588-70.6% | $4,268-82.2% | $2,596-70.7% |
| Participant deferral / active EE | $885 | $3,311-73.3% | $5,630-84.3% | $4,274-79.3% |
| Admin fee / account holder | $1,703 | $6,724-74.7% | $16,006-89.4% | $7,775-78.1% |