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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 | $19,465 | $68,681-71.7% | $86,615-77.5% | $85,847-77.3% |
| Participation rate | 55.6% | 66.4%-10.8pp | 71.6%-16.1pp | 69.3%-13.8pp |
| Annual return | 21.15% | 20.12%+1.0pp | 63.51%-42.4pp | 318.61%-297.5pp |
| Employer contribution / active EE | $438 | $1,880-76.7% | $2,496-82.4% | $2,565-82.9% |
| Participant deferral / active EE | $802 | $2,919-72.5% | $3,699-78.3% | $3,952-79.7% |
| Admin fee / account holder | $755 | $5,974-87.4% | $5,830-87.0% | $6,261-87.9% |