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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 | $18,651 | $75,832-75.4% | $147,617-87.4% | $59,633-68.7% |
| Participation rate | 53.0% | 71.6%-18.5pp | 84.6%-31.6pp | 68.7%-15.6pp |
| Annual return | 1.18% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $503 | $3,485-85.6% | $5,564-91.0% | $2,203-77.1% |
| Participant deferral / active EE | $838 | $3,131-73.2% | $4,895-82.9% | $3,192-73.8% |
| Admin fee / account holder | $755 | $5,986-87.4% | $11,612-93.5% | $4,297-82.4% |