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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 | $31,513 | $75,962-58.5% | $154,108-79.6% | $64,173-50.9% |
| Participation rate | 46.8% | 70.4%-23.6pp | 83.0%-36.2pp | 69.6%-22.8pp |
| Annual return | 6.86% | 30.32%-23.5pp | 735.21%-728.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $999 | $3,350-70.2% | $5,298-81.1% | $2,381-58.1% |
| Participant deferral / active EE | $681 | $3,175-78.5% | $5,081-86.6% | $3,470-80.4% |
| Admin fee / account holder | $759 | $5,589-86.4% | $13,411-94.3% | $4,887-84.5% |