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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 | $26,297 | $42,546-38.2% | $71,796-63.4% | $55,167-52.3% |
| Participation rate | 38.0% | 59.1%-21.2pp | 69.1%-31.1pp | 69.0%-31.0pp |
| Annual return | 5.53% | 12.36%-6.8pp | 78.04%-72.5pp | 169.23%-163.7pp |
| Employer contribution / active EE | $382 | $803-52.5% | $1,924-80.2% | $1,963-80.6% |
| Participant deferral / active EE | $980 | $2,064-52.5% | $2,794-64.9% | $3,054-67.9% |
| Admin fee / account holder | $2,809 | $650+332.4% | $4,815-41.7% | $504+457.5% |