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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 | $26,028 | $78,690-66.9% | $161,489-83.9% | $87,485-70.2% |
| Participation rate | 36.2% | 67.5%-31.3pp | 78.7%-42.5pp | 68.9%-32.8pp |
| Annual return | 13.74% | 32.74%-19.0pp | 89.72%-76.0pp | 26.06%-12.3pp |
| Employer contribution / active EE | $764 | $2,588-70.5% | $4,268-82.1% | $2,596-70.6% |
| Participant deferral / active EE | $774 | $3,311-76.6% | $5,630-86.3% | $4,274-81.9% |
| Admin fee / account holder | $2,121 | $6,724-68.5% | $16,006-86.8% | $7,775-72.7% |