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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 | $26,149 | $50,820-48.5% | $155,567-83.2% | $77,671-66.3% |
| Participation rate | 27.8% | 63.1%-35.4pp | 78.2%-50.4pp | 70.6%-42.8pp |
| Annual return | 13.13% | 34.85%-21.7pp | 64.74%-51.6pp | 31.21%-18.1pp |
| Employer contribution / active EE | $405 | $1,993-79.7% | $4,674-91.3% | $2,726-85.2% |
| Participant deferral / active EE | $709 | $2,823-74.9% | $5,628-87.4% | $4,648-84.8% |
| Admin fee / account holder | $4,303 | $436+887.0% | $15,916-73.0% | $430+899.7% |