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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 | $34,772 | $52,639-33.9% | $185,117-81.2% | $62,293-44.2% |
| Participation rate | 25.0% | 63.9%-38.9pp | 77.3%-52.3pp | 69.5%-44.5pp |
| Annual return | 21.48% | 19.57%+1.9pp | 40.50%-19.0pp | 28.90%-7.4pp |
| Employer contribution / active EE | $411 | $1,483-72.3% | $4,182-90.2% | $2,042-79.9% |
| Participant deferral / active EE | $956 | $3,097-69.1% | $5,045-81.1% | $3,169-69.8% |
| Admin fee / account holder | $640 | $374+71.3% | $8,159-92.2% | $479+33.6% |