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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 | $22,668 | $70,002-67.6% | $115,038-80.3% | $52,331-56.7% |
| Participation rate | 26.9% | 72.1%-45.2pp | 81.4%-54.4pp | 68.1%-41.2pp |
| Annual return | 408.32% | 4.04%+404.3pp | 26.14%+382.2pp | 4.54%+403.8pp |
| Employer contribution / active EE | $513 | $2,715-81.1% | $4,608-88.9% | $1,882-72.7% |
| Participant deferral / active EE | $937 | $4,920-81.0% | $6,026-84.5% | $3,022-69.0% |
| Admin fee / account holder | $634 | $566+12.0% | $8,175-92.2% | $592+7.1% |