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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 | $24,366 | $47,553-48.8% | $136,867-82.2% | $69,733-65.1% |
| Participation rate | 36.4% | 61.4%-24.9pp | 74.5%-38.1pp | 62.5%-26.0pp |
| Annual return | 11.89% | -91.50%+103.4pp | 42.97%-31.1pp | 15.22%-3.3pp |
| Employer contribution / active EE | $934 | $2,087-55.2% | $3,547-73.7% | $2,250-58.5% |
| Participant deferral / active EE | $528 | $2,300-77.1% | $4,924-89.3% | $3,054-82.7% |
| Admin fee / account holder | $541 | $3,496-84.5% | $10,340-94.8% | $3,102-82.6% |