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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 | $14,411 | $85,169-83.1% | $172,755-91.7% | $72,983-80.3% |
| Participation rate | 50.8% | 70.1%-19.2pp | 82.6%-31.8pp | 69.5%-18.6pp |
| Annual return | 19.21% | 27.32%-8.1pp | 802.94%-783.7pp | 81.01%-61.8pp |
| Employer contribution / active EE | $424 | $3,324-87.3% | $5,144-91.8% | $2,440-82.6% |
| Participant deferral / active EE | $599 | $3,260-81.6% | $5,198-88.5% | $3,608-83.4% |
| Admin fee / account holder | $2,027 | $5,880-65.5% | $13,955-85.5% | $5,124-60.4% |