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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 | $10,763 | $56,116-80.8% | $135,768-92.1% | $86,983-87.6% |
| Participation rate | 45.8% | 60.1%-14.4pp | 71.1%-25.3pp | 69.5%-23.8pp |
| Annual return | 20.45% | 125.33%-104.9pp | 526.10%-505.6pp | 25.83%-5.4pp |
| Employer contribution / active EE | $242 | $1,528-84.2% | $3,394-92.9% | $2,584-90.6% |
| Participant deferral / active EE | $724 | $2,690-73.1% | $3,977-81.8% | $4,194-82.7% |
| Admin fee / account holder | $376 | $4,314-91.3% | $7,048-94.7% | $7,856-95.2% |