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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 | $15,201 | $78,690-80.7% | $161,489-90.6% | $87,485-82.6% |
| Participation rate | 53.8% | 67.5%-13.6pp | 78.7%-24.9pp | 68.9%-15.1pp |
| Annual return | 13.22% | 32.74%-19.5pp | 89.72%-76.5pp | 26.06%-12.8pp |
| Employer contribution / active EE | $560 | $2,588-78.4% | $4,268-86.9% | $2,596-78.4% |
| Participant deferral / active EE | $628 | $3,311-81.0% | $5,630-88.8% | $4,274-85.3% |
| Admin fee / account holder | $1,686 | $6,724-74.9% | $16,006-89.5% | $7,775-78.3% |