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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 | $14,307 | $45,087-68.3% | $69,483-79.4% | $72,976-80.4% |
| Participation rate | 30.3% | 68.5%-38.2pp | 74.6%-44.3pp | 69.5%-39.2pp |
| Annual return | 29.66% | 22.67%+7.0pp | 28.99%+0.7pp | 81.02%-51.4pp |
| Employer contribution / active EE | $524 | $2,055-74.5% | $2,780-81.1% | $2,440-78.5% |
| Participant deferral / active EE | $761 | $2,603-70.8% | $3,537-78.5% | $3,608-78.9% |
| Admin fee / account holder | $2,266 | $3,057-25.9% | $3,841-41.0% | $5,124-55.8% |