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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 | $28,284 | $58,048-51.3% | $94,215-70.0% | $65,306-56.7% |
| Participation rate | 22.2% | 45.3%-23.1pp | 70.0%-47.7pp | 57.7%-35.5pp |
| Annual return | 19.97% | 19.61%+0.4pp | 28.22%-8.2pp | 21.94%-2.0pp |
| Employer contribution / active EE | $390 | $1,427-72.7% | $2,675-85.4% | $1,967-80.2% |
| Participant deferral / active EE | $715 | $2,407-70.3% | $4,276-83.3% | $2,959-75.8% |
| Admin fee / account holder | $1,671 | $4,610-63.8% | $10,216-83.6% | $3,480-52.0% |