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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 | $24,226 | $95,975-74.8% | $74,549-67.5% | $135,379-82.1% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | 6.20% | 56.96%-50.8pp | 32.53%-26.3pp | 519.79%-513.6pp |
| Employer contribution / active EE | $468 | $2,716-82.8% | $1,961-76.1% | $4,779-90.2% |
| Participant deferral / active EE | $485 | $3,844-87.4% | $3,108-84.4% | $5,609-91.4% |
| Admin fee / account holder | $14,908 | $6,522+128.6% | $5,059+194.7% | $10,828+37.7% |