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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 | $20,327 | $56,054-63.7% | $171,082-88.1% | $62,881-67.7% |
| Participation rate | 57.7% | 62.9%-5.1pp | 76.7%-18.9pp | 69.3%-11.6pp |
| Annual return | 97.64% | 22.52%+75.1pp | 32.56%+65.1pp | 20.14%+77.5pp |
| Employer contribution / active EE | $615 | $1,731-64.5% | $4,002-84.6% | $2,281-73.0% |
| Participant deferral / active EE | $916 | $3,158-71.0% | $4,797-80.9% | $3,203-71.4% |
| Admin fee / account holder | $1,969 | $3,647-46.0% | $8,520-76.9% | $4,296-54.2% |