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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 | $19,543 | $61,125-68.0% | $94,057-79.2% | $87,485-77.7% |
| Participation rate | 54.2% | 64.1%-9.8pp | 73.3%-19.1pp | 68.9%-14.7pp |
| Annual return | 13.86% | 35.20%-21.3pp | 480.62%-466.8pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,141 | $2,136-46.6% | $2,933-61.1% | $2,596-56.0% |
| Participant deferral / active EE | $595 | $3,260-81.7% | $4,709-87.4% | $4,274-86.1% |
| Admin fee / account holder | $3,123 | $5,629-44.5% | $7,244-56.9% | $7,775-59.8% |