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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 | $28,487 | $74,535-61.8% | $100,712-71.7% | $82,637-65.5% |
| Participation rate | 11.5% | 61.2%-49.6pp | 69.3%-57.7pp | 68.1%-56.5pp |
| Annual return | 19.04% | 18.92%+0.1pp | 33.27%-14.2pp | 53.51%-34.5pp |
| Employer contribution / active EE | $353 | $1,503-76.5% | $2,313-84.7% | $2,552-86.2% |
| Participant deferral / active EE | $626 | $3,074-79.6% | $4,085-84.7% | $4,126-84.8% |
| Admin fee / account holder | $19,511 | $6,576+196.7% | $9,256+110.8% | $7,339+165.9% |