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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 | $24,023 | $85,171-71.8% | $172,752-86.1% | $72,975-67.1% |
| Participation rate | 47.6% | 70.1%-22.4pp | 82.6%-35.0pp | 69.5%-21.9pp |
| Annual return | 17.40% | 27.32%-9.9pp | 802.97%-785.6pp | 81.01%-63.6pp |
| Employer contribution / active EE | $479 | $3,324-85.6% | $5,144-90.7% | $2,440-80.4% |
| Participant deferral / active EE | $752 | $3,260-76.9% | $5,198-85.5% | $3,608-79.2% |
| Admin fee / account holder | $3,548 | $5,880-39.7% | $13,955-74.6% | $5,124-30.8% |