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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 | $29,507-18.9% | $56,025-57.3% | $77,762-69.2% |
| Participation rate | 4.3% | 32.7%-28.5pp | 52.5%-48.3pp | 70.6%-66.3pp |
| Annual return | 19.05% | 18.90%+0.2pp | 1712.69%-1693.6pp | 31.27%-12.2pp |
| Employer contribution / active EE | $129 | $570-77.4% | $1,042-87.7% | $2,728-95.3% |
| Participant deferral / active EE | $197 | $1,062-81.5% | $1,955-89.9% | $4,651-95.8% |
| Admin fee / account holder | $2,210 | $1,041+112.3% | $2,828-21.9% | $433+410.4% |