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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 | $27,308 | $57,541-52.5% | $95,759-71.5% | $75,177-63.7% |
| Participation rate | 16.9% | 62.5%-45.6pp | 72.3%-55.4pp | 67.2%-50.3pp |
| Annual return | 21.68% | 34.93%-13.3pp | 28.42%-6.7pp | 160.75%-139.1pp |
| Employer contribution / active EE | $469 | $1,808-74.0% | $2,836-83.5% | $2,671-82.4% |
| Participant deferral / active EE | $806 | $3,074-73.8% | $4,244-81.0% | $4,126-80.5% |
| Admin fee / account holder | $2,134 | $4,099-47.9% | $5,678-62.4% | $5,651-62.2% |