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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 | $23,492 | $45,109-47.9% | $85,187-72.4% | $77,736-69.8% |
| Participation rate | 10.1% | 48.7%-38.6pp | 67.5%-57.4pp | 70.6%-60.5pp |
| Annual return | 23.62% | 79.55%-55.9pp | 66.67%-43.0pp | 31.26%-7.6pp |
| Employer contribution / active EE | $327 | $1,602-79.6% | $2,732-88.0% | $2,728-88.0% |
| Participant deferral / active EE | $439 | $2,814-84.4% | $4,525-90.3% | $4,651-90.6% |
| Admin fee / account holder | $5,345 | $915+484.2% | $6,162-13.3% | $433+1133.5% |