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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 | $24,806 | $75,962-67.3% | $154,111-83.9% | $64,173-61.3% |
| Participation rate | 57.7% | 70.4%-12.7pp | 83.0%-25.3pp | 69.6%-11.9pp |
| Annual return | 2.45% | 30.32%-27.9pp | 735.18%-732.7pp | 7.63%-5.2pp |
| Employer contribution / active EE | $1,498 | $3,350-55.3% | $5,298-71.7% | $2,381-37.1% |
| Participant deferral / active EE | $688 | $3,175-78.3% | $5,081-86.5% | $3,470-80.2% |
| Admin fee / account holder | $22,126 | $5,589+295.9% | $13,411+65.0% | $4,887+352.7% |