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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 | $22,245 | $77,358-71.2% | $102,184-78.2% | $87,485-74.6% |
| Participation rate | 48.1% | 78.7%-30.6pp | 82.6%-34.5pp | 68.9%-20.9pp |
| Annual return | 81.02% | 41.11%+39.9pp | 31.58%+49.4pp | 26.06%+55.0pp |
| Employer contribution / active EE | $732 | $2,562-71.4% | $3,594-79.6% | $2,596-71.8% |
| Participant deferral / active EE | $904 | $6,753-86.6% | $8,309-89.1% | $4,274-78.8% |
| Admin fee / account holder | $4,656 | $6,809-31.6% | $11,609-59.9% | $7,775-40.1% |