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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 | $29,271 | $25,979+12.7% | $71,702-59.2% | $68,495-57.3% |
| Participation rate | 24.1% | 54.5%-30.4pp | 62.3%-38.2pp | 67.9%-43.8pp |
| Annual return | 67.76% | -15.10%+82.9pp | 9.14%+58.6pp | -7.84%+75.6pp |
| Employer contribution / active EE | $79 | $900-91.2% | $1,704-95.4% | $2,596-97.0% |
| Participant deferral / active EE | $82 | $1,522-94.6% | $2,658-96.9% | $4,028-98.0% |
| Admin fee / account holder | $528 | $2,022-73.9% | $3,974-86.7% | $5,403-90.2% |