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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 | $24,125 | $75,962-68.2% | $154,108-84.3% | $64,173-62.4% |
| Participation rate | 51.4% | 70.4%-19.1pp | 83.0%-31.7pp | 69.6%-18.2pp |
| Annual return | 9.75% | 30.32%-20.6pp | 735.21%-725.5pp | 7.63%+2.1pp |
| Employer contribution / active EE | $894 | $3,350-73.3% | $5,298-83.1% | $2,381-62.5% |
| Participant deferral / active EE | $651 | $3,175-79.5% | $5,081-87.2% | $3,470-81.2% |
| Admin fee / account holder | $4,248 | $5,589-24.0% | $13,411-68.3% | $4,887-13.1% |