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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 | $24,618 | $85,171-71.1% | $172,752-85.7% | $72,975-66.3% |
| Participation rate | 68.2% | 70.1%-1.9pp | 82.6%-14.5pp | 69.5%-1.3pp |
| Annual return | 16.81% | 27.32%-10.5pp | 802.97%-786.2pp | 81.01%-64.2pp |
| Employer contribution / active EE | $513 | $3,324-84.6% | $5,144-90.0% | $2,440-79.0% |
| Participant deferral / active EE | $643 | $3,260-80.3% | $5,198-87.6% | $3,608-82.2% |
| Admin fee / account holder | $1,852 | $5,880-68.5% | $13,955-86.7% | $5,124-63.9% |