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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 | $29,806 | $85,171-65.0% | $172,752-82.7% | $72,975-59.2% |
| Participation rate | 30.3% | 70.1%-39.8pp | 82.6%-52.3pp | 69.5%-39.2pp |
| Annual return | 18.80% | 27.32%-8.5pp | 802.97%-784.2pp | 81.01%-62.2pp |
| Employer contribution / active EE | $650 | $3,324-80.4% | $5,144-87.4% | $2,440-73.3% |
| Participant deferral / active EE | $798 | $3,260-75.5% | $5,198-84.6% | $3,608-77.9% |
| Admin fee / account holder | $5,627 | $5,880-4.3% | $13,955-59.7% | $5,124+9.8% |