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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 | $23,994 | $75,962-68.4% | $154,108-84.4% | $64,173-62.6% |
| Participation rate | 40.9% | 70.4%-29.5pp | 83.0%-42.1pp | 69.6%-28.7pp |
| Annual return | 11.38% | 30.32%-18.9pp | 735.21%-723.8pp | 7.63%+3.7pp |
| Employer contribution / active EE | $423 | $3,350-87.4% | $5,298-92.0% | $2,381-82.2% |
| Participant deferral / active EE | $867 | $3,175-72.7% | $5,081-82.9% | $3,470-75.0% |
| Admin fee / account holder | $1,235 | $5,589-77.9% | $13,411-90.8% | $4,887-74.7% |