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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 | $20,242 | $63,342-68.0% | $92,235-78.1% | $70,131-71.1% |
| Participation rate | 53.8% | 68.7%-14.8pp | 76.5%-22.6pp | 69.5%-15.7pp |
| Annual return | 19.16% | 530.15%-511.0pp | 176.28%-157.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $625 | $2,471-74.7% | $3,679-83.0% | $2,342-73.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,822 | $3,840+25.6% | $5,194-7.2% | $4,645+3.8% |