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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 | $27,857 | $75,058-62.9% | $152,301-81.7% | $64,340-56.7% |
| Participation rate | 15.0% | 60.9%-45.9pp | 82.4%-67.4pp | 55.2%-40.2pp |
| Annual return | 17.78% | 29.93%-12.2pp | 80.50%-62.7pp | 24.14%-6.4pp |
| Employer contribution / active EE | $236 | $2,605-90.9% | $4,624-94.9% | $1,862-87.3% |
| Participant deferral / active EE | $392 | $5,041-92.2% | $8,004-95.1% | $2,980-86.8% |
| Admin fee / account holder | $1,482 | $4,050-63.4% | $14,398-89.7% | $3,703-60.0% |