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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 | $17,735 | $53,128-66.6% | $86,582-79.5% | $70,126-74.7% |
| Participation rate | 32.6% | 65.3%-32.7pp | 73.5%-40.9pp | 69.5%-36.9pp |
| Annual return | 29.46% | 27.66%+1.8pp | 965.08%-935.6pp | 73.15%-43.7pp |
| Employer contribution / active EE | $290 | $2,068-86.0% | $2,839-89.8% | $2,343-87.6% |
| Participant deferral / active EE | $762 | $2,695-71.7% | $3,609-78.9% | $3,332-77.1% |
| Admin fee / account holder | $661 | $3,584-81.6% | $4,904-86.5% | $4,645-85.8% |