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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 | $21,737 | $62,672-65.3% | $185,117-88.3% | $70,126-69.0% |
| Participation rate | 34.5% | 63.8%-29.2pp | 77.3%-42.7pp | 69.5%-35.0pp |
| Annual return | 42.99% | 40.79%+2.2pp | 40.50%+2.5pp | 73.15%-30.2pp |
| Employer contribution / active EE | $412 | $1,753-76.5% | $4,182-90.2% | $2,343-82.4% |
| Participant deferral / active EE | $431 | $3,272-86.8% | $5,045-91.5% | $3,332-87.1% |
| Admin fee / account holder | $661 | $3,932-83.2% | $8,159-91.9% | $4,645-85.8% |