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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 | $28,525 | $75,807-62.4% | $116,096-75.4% | $86,983-67.2% |
| Participation rate | 22.0% | 66.9%-44.9pp | 73.3%-51.3pp | 69.5%-47.5pp |
| Annual return | 20.83% | 18.57%+2.3pp | 326.25%-305.4pp | 25.83%-5.0pp |
| Employer contribution / active EE | $569 | $1,892-69.9% | $2,503-77.3% | $2,584-78.0% |
| Participant deferral / active EE | $949 | $3,212-70.4% | $3,952-76.0% | $4,194-77.4% |
| Admin fee / account holder | $339 | $6,659-94.9% | $7,704-95.6% | $7,856-95.7% |