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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 | $23,123 | $85,171-72.9% | $172,752-86.6% | $72,975-68.3% |
| Participation rate | 44.4% | 70.1%-25.6pp | 82.6%-38.2pp | 69.5%-25.0pp |
| Annual return | 20.59% | 27.32%-6.7pp | 802.97%-782.4pp | 81.01%-60.4pp |
| Employer contribution / active EE | $1,200 | $3,324-63.9% | $5,144-76.7% | $2,440-50.8% |
| Participant deferral / active EE | $425 | $3,260-87.0% | $5,198-91.8% | $3,608-88.2% |
| Admin fee / account holder | $5,479 | $5,880-6.8% | $13,955-60.7% | $5,124+6.9% |