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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 | $22,868 | $99,875-77.1% | $146,866-84.4% | $86,983-73.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 16.83% | 28.10%-11.3pp | 102.85%-86.0pp | 25.83%-9.0pp |
| Employer contribution / active EE | $600 | $3,224-81.4% | $4,425-86.4% | $2,584-76.8% |
| Participant deferral / active EE | $1,631 | $6,322-74.2% | $7,759-79.0% | $4,194-61.1% |
| Admin fee / account holder | $1,413 | $7,838-82.0% | $13,620-89.6% | $7,856-82.0% |