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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 | $25,307 | $63,082-59.9% | $81,726-69.0% | $79,856-68.3% |
| Participation rate | 8.0% | 67.5%-59.5pp | 72.0%-64.0pp | 69.6%-61.6pp |
| Annual return | 28.07% | 22.66%+5.4pp | 29.49%-1.4pp | 31.71%-3.6pp |
| Employer contribution / active EE | $434 | $1,795-75.8% | $4,311-89.9% | $2,471-82.4% |
| Participant deferral / active EE | $15 | $2,780-99.5% | $7,108-99.8% | $3,741-99.6% |
| Admin fee / account holder | $372 | $4,428-91.6% | $5,160-92.8% | $5,306-93.0% |