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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 | $26,605 | $50,554-47.4% | $67,681-60.7% | $87,485-69.6% |
| Participation rate | 12.8% | 67.7%-55.0pp | 73.7%-61.0pp | 68.9%-56.2pp |
| Annual return | 18.72% | 17.81%+0.9pp | 590.58%-571.9pp | 26.06%-7.3pp |
| Employer contribution / active EE | $451 | $1,988-77.3% | $2,678-83.2% | $2,596-82.6% |
| Participant deferral / active EE | $657 | $2,961-77.8% | $3,976-83.5% | $4,274-84.6% |
| Admin fee / account holder | $350 | $4,132-91.5% | $6,100-94.3% | $7,775-95.5% |