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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 | $14,413 | $75,962-81.0% | $154,111-90.6% | $64,173-77.5% |
| Participation rate | 57.1% | 70.4%-13.3pp | 83.0%-25.9pp | 69.6%-12.4pp |
| Annual return | 20.30% | 30.32%-10.0pp | 735.18%-714.9pp | 7.63%+12.7pp |
| Employer contribution / active EE | $2,486 | $3,350-25.8% | $5,298-53.1% | $2,381+4.4% |
| Participant deferral / active EE | $315 | $3,175-90.1% | $5,081-93.8% | $3,470-90.9% |
| Admin fee / account holder | $650 | $5,589-88.4% | $13,411-95.1% | $4,887-86.7% |