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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 | $21,542 | $53,128-59.5% | $86,581-75.1% | $70,124-69.3% |
| Participation rate | 32.5% | 65.3%-32.8pp | 73.5%-41.0pp | 69.5%-37.0pp |
| Annual return | 13.24% | 27.66%-14.4pp | 965.06%-951.8pp | 73.14%-59.9pp |
| Employer contribution / active EE | $313 | $2,068-84.9% | $2,840-89.0% | $2,342-86.7% |
| Participant deferral / active EE | $629 | $2,695-76.7% | $3,609-82.6% | $3,332-81.1% |
| Admin fee / account holder | $14,252 | $3,584+297.7% | $4,904+190.6% | $4,645+206.8% |