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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 | $27,230 | $61,356-55.6% | $149,696-81.8% | $71,511-61.9% |
| Participation rate | 9.7% | 62.5%-52.9pp | 78.8%-69.1pp | 67.9%-58.3pp |
| Annual return | 21.24% | 35.86%-14.6pp | 134.46%-113.2pp | 28.86%-7.6pp |
| Employer contribution / active EE | $380 | $2,382-84.1% | $4,821-92.1% | $2,589-85.3% |
| Participant deferral / active EE | $476 | $2,920-83.7% | $5,682-91.6% | $4,291-88.9% |
| Admin fee / account holder | $2,874 | $1,263+127.5% | $13,212-78.2% | $1,588+80.9% |