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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 | $16,526 | $85,171-80.6% | $172,752-90.4% | $72,975-77.4% |
| Participation rate | 37.9% | 70.1%-32.2pp | 82.6%-44.8pp | 69.5%-31.6pp |
| Annual return | 21.14% | 27.32%-6.2pp | 802.97%-781.8pp | 81.01%-59.9pp |
| Employer contribution / active EE | $545 | $3,324-83.6% | $5,144-89.4% | $2,440-77.7% |
| Participant deferral / active EE | $779 | $3,260-76.1% | $5,198-85.0% | $3,608-78.4% |
| Admin fee / account holder | $1,525 | $5,880-74.1% | $13,955-89.1% | $5,124-70.2% |