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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 | $21,865 | $78,690-72.2% | $161,489-86.5% | $87,485-75.0% |
| Participation rate | 30.2% | 67.5%-37.2pp | 78.7%-48.5pp | 68.9%-38.7pp |
| Annual return | 14.58% | 32.74%-18.2pp | 89.72%-75.1pp | 26.06%-11.5pp |
| Employer contribution / active EE | $340 | $2,588-86.9% | $4,268-92.0% | $2,596-86.9% |
| Participant deferral / active EE | $535 | $3,311-83.9% | $5,630-90.5% | $4,274-87.5% |
| Admin fee / account holder | $3,074 | $6,724-54.3% | $16,006-80.8% | $7,775-60.5% |