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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 | $21,104 | $76,407-72.4% | $150,298-86.0% | $82,448-74.4% |
| Participation rate | 52.9% | 66.4%-13.5pp | 77.8%-24.8pp | 68.1%-15.1pp |
| Annual return | 17.56% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $310 | $2,614-88.1% | $4,154-92.5% | $2,551-87.9% |
| Participant deferral / active EE | $828 | $3,214-74.2% | $5,453-84.8% | $4,139-80.0% |
| Admin fee / account holder | $647 | $6,352-89.8% | $14,116-95.4% | $7,234-91.1% |