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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 | $24,787 | $85,171-70.9% | $172,753-85.7% | $72,976-66.0% |
| Participation rate | 35.7% | 70.1%-34.3pp | 82.6%-46.9pp | 69.5%-33.8pp |
| Annual return | 19.76% | 27.32%-7.6pp | 803.00%-783.2pp | 81.02%-61.3pp |
| Employer contribution / active EE | $611 | $3,324-81.6% | $5,144-88.1% | $2,440-75.0% |
| Participant deferral / active EE | $857 | $3,260-73.7% | $5,198-83.5% | $3,608-76.3% |
| Admin fee / account holder | $2,373 | $5,880-59.7% | $13,956-83.0% | $5,124-53.7% |