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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 | $13,915 | $78,690-82.3% | $161,489-91.4% | $87,485-84.1% |
| Participation rate | 27.9% | 67.5%-39.6pp | 78.7%-50.8pp | 68.9%-41.0pp |
| Annual return | 27.04% | 32.74%-5.7pp | 89.72%-62.7pp | 26.06%+1.0pp |
| Employer contribution / active EE | $356 | $2,588-86.2% | $4,268-91.7% | $2,596-86.3% |
| Participant deferral / active EE | $742 | $3,311-77.6% | $5,630-86.8% | $4,274-82.6% |
| Admin fee / account holder | $2,081 | $6,724-69.1% | $16,006-87.0% | $7,775-73.2% |