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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 | $25,466 | $104,251-75.6% | $91,004-72.0% | $147,586-82.7% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 12.66% | 27.06%-14.4pp | 4.60%+8.1pp | 578.59%-565.9pp |
| Employer contribution / active EE | $491 | $3,116-84.2% | $2,456-80.0% | $4,876-89.9% |
| Participant deferral / active EE | $507 | $4,195-87.9% | $3,548-85.7% | $5,439-90.7% |
| Admin fee / account holder | $2,250 | $8,948-74.9% | $5,417-58.5% | $10,886-79.3% |