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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 | $24,628 | $77,816-68.4% | $123,549-80.1% | $64,181-61.6% |
| Participation rate | 43.9% | 74.7%-30.8pp | 82.3%-38.4pp | 69.6%-25.7pp |
| Annual return | 18.56% | 12.49%+6.1pp | 119.20%-100.6pp | 7.63%+10.9pp |
| Employer contribution / active EE | $716 | $3,014-76.2% | $4,628-84.5% | $2,381-69.9% |
| Participant deferral / active EE | $1,433 | $5,240-72.7% | $6,426-77.7% | $3,470-58.7% |
| Admin fee / account holder | $4,818 | $5,519-12.7% | $9,284-48.1% | $4,887-1.4% |