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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 | $23,934 | $29,569-19.1% | $56,077-57.3% | $77,714-69.2% |
| Participation rate | 4.3% | 32.6%-28.4pp | 52.5%-48.2pp | 70.6%-66.3pp |
| Annual return | 19.05% | 18.90%+0.2pp | 1709.28%-1690.2pp | 31.26%-12.2pp |
| Employer contribution / active EE | $129 | $569-77.4% | $1,040-87.6% | $2,727-95.3% |
| Participant deferral / active EE | $197 | $1,061-81.4% | $1,954-89.9% | $4,649-95.8% |
| Admin fee / account holder | $2,210 | $1,042+112.0% | $2,825-21.8% | $433+410.0% |