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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 | $24,701 | $55,902-55.8% | $76,030-67.5% | $80,959-69.5% |
| Participation rate | 27.5% | 62.1%-34.6pp | 69.1%-41.6pp | 67.7%-40.2pp |
| Annual return | 21.57% | 20.59%+1.0pp | 361.54%-340.0pp | 35.67%-14.1pp |
| Employer contribution / active EE | $405 | $1,867-78.3% | $2,688-84.9% | $2,757-85.3% |
| Participant deferral / active EE | $804 | $3,051-73.7% | $4,257-81.1% | $4,300-81.3% |
| Admin fee / account holder | $2,096 | $5,239-60.0% | $6,421-67.4% | $6,925-69.7% |