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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 | $23,394 | $76,407-69.4% | $150,298-84.4% | $82,448-71.6% |
| Participation rate | 67.4% | 66.4%+1.0pp | 77.8%-10.3pp | 68.1%-0.6pp |
| Annual return | 17.61% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $459 | $2,614-82.4% | $4,154-89.0% | $2,551-82.0% |
| Participant deferral / active EE | $815 | $3,214-74.6% | $5,453-85.0% | $4,139-80.3% |
| Admin fee / account holder | $7,014 | $6,352+10.4% | $14,116-50.3% | $7,234-3.0% |