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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 | $25,421 | $73,787-65.5% | $98,716-74.2% | $82,448-69.2% |
| Participation rate | 19.6% | 61.4%-41.8pp | 69.3%-49.7pp | 68.1%-48.5pp |
| Annual return | 15.34% | 18.57%-3.2pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $376 | $1,511-75.1% | $2,279-83.5% | $2,551-85.3% |
| Participant deferral / active EE | $376 | $3,081-87.8% | $4,048-90.7% | $4,139-90.9% |
| Admin fee / account holder | $3,747 | $6,500-42.4% | $8,703-56.9% | $7,234-48.2% |