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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 | $24,247 | $55,437-56.3% | $155,534-84.4% | $74,459-67.4% |
| Participation rate | 52.8% | 61.9%-9.1pp | 78.2%-25.4pp | 67.2%-14.4pp |
| Annual return | 19.98% | 269.58%-249.6pp | 64.92%-44.9pp | 1369.70%-1349.7pp |
| Employer contribution / active EE | $1,112 | $2,266-50.9% | $4,675-76.2% | $2,626-57.6% |
| Participant deferral / active EE | $775 | $2,837-72.7% | $5,630-86.2% | $4,350-82.2% |
| Admin fee / account holder | $1,832 | $1,742+5.1% | $15,900-88.5% | $1,945-5.8% |