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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 | $20,592 | $41,016-49.8% | $152,093-86.5% | $64,097-67.9% |
| Participation rate | 17.3% | 51.3%-34.0pp | 77.8%-60.4pp | 55.2%-37.8pp |
| Annual return | 13.17% | 39.60%-26.4pp | 66.36%-53.2pp | 34.64%-21.5pp |
| Employer contribution / active EE | $296 | $1,342-77.9% | $4,175-92.9% | $1,891-84.3% |
| Participant deferral / active EE | $352 | $1,927-81.8% | $5,451-93.6% | $3,080-88.6% |
| Admin fee / account holder | $5,371 | $2,305+133.0% | $14,497-63.0% | $3,454+55.5% |