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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 | $21,652 | $65,434-66.9% | $98,483-78.0% | $85,847-74.8% |
| Participation rate | 50.9% | 65.0%-14.1pp | 73.3%-22.5pp | 69.3%-18.4pp |
| Annual return | 25.87% | 21.75%+4.1pp | 1494.38%-1468.5pp | 318.61%-292.7pp |
| Employer contribution / active EE | $647 | $2,169-70.2% | $2,961-78.2% | $2,565-74.8% |
| Participant deferral / active EE | $544 | $3,168-82.8% | $4,276-87.3% | $3,952-86.2% |
| Admin fee / account holder | $1,557 | $4,595-66.1% | $5,953-73.8% | $6,261-75.1% |