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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 | $24,668 | $66,275-62.8% | $163,379-84.9% | $64,097-61.5% |
| Participation rate | 18.3% | 54.1%-35.8pp | 76.8%-58.5pp | 55.2%-36.9pp |
| Annual return | 61.42% | 32.72%+28.7pp | 63.41%-2.0pp | 34.64%+26.8pp |
| Employer contribution / active EE | $464 | $1,521-69.5% | $3,752-87.6% | $1,891-75.4% |
| Participant deferral / active EE | $928 | $3,126-70.3% | $6,282-85.2% | $3,080-69.9% |
| Admin fee / account holder | $434 | $4,569-90.5% | $9,818-95.6% | $3,454-87.4% |