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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 | $21,677 | $91,198-76.2% | $178,503-87.9% | $79,856-72.9% |
| Participation rate | 49.3% | 69.2%-19.9pp | 81.9%-32.6pp | 69.6%-20.3pp |
| Annual return | 15.54% | 24.20%-8.7pp | 151.12%-135.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $428 | $3,257-86.9% | $5,011-91.5% | $2,471-82.7% |
| Participant deferral / active EE | $748 | $3,237-76.9% | $5,202-85.6% | $3,741-80.0% |
| Admin fee / account holder | $585 | $6,748-91.3% | $13,987-95.8% | $5,306-89.0% |