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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 | $11,660 | $61,125-80.9% | $94,057-87.6% | $87,485-86.7% |
| Participation rate | 27.3% | 64.1%-36.8pp | 73.3%-46.1pp | 68.9%-41.7pp |
| Annual return | 43.26% | 35.20%+8.1pp | 480.62%-437.4pp | 26.06%+17.2pp |
| Employer contribution / active EE | $321 | $2,136-85.0% | $2,933-89.1% | $2,596-87.6% |
| Participant deferral / active EE | $683 | $3,260-79.0% | $4,709-85.5% | $4,274-84.0% |
| Admin fee / account holder | $369 | $5,629-93.4% | $7,244-94.9% | $7,775-95.3% |