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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 | $19,216 | $51,184-62.5% | $66,439-71.1% | $86,983-77.9% |
| Participation rate | 37.1% | 68.5%-31.3pp | 74.5%-37.4pp | 69.5%-32.4pp |
| Annual return | 10.81% | 17.07%-6.3pp | 757.66%-746.9pp | 25.83%-15.0pp |
| Employer contribution / active EE | $415 | $2,023-79.5% | $2,637-84.3% | $2,584-84.0% |
| Participant deferral / active EE | $508 | $2,927-82.7% | $3,876-86.9% | $4,194-87.9% |
| Admin fee / account holder | $7,674 | $4,154+84.7% | $6,173+24.3% | $7,856-2.3% |