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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 | $28,130 | $76,407-63.2% | $150,298-81.3% | $82,448-65.9% |
| Participation rate | 19.6% | 66.4%-46.8pp | 77.8%-58.2pp | 68.1%-48.5pp |
| Annual return | 21.16% | 39.99%-18.8pp | 62.79%-41.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $388 | $2,614-85.1% | $4,154-90.7% | $2,551-84.8% |
| Participant deferral / active EE | $747 | $3,214-76.8% | $5,453-86.3% | $4,139-82.0% |
| Admin fee / account holder | $1,012 | $6,352-84.1% | $14,116-92.8% | $7,234-86.0% |