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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 | $22,630 | $63,346-64.3% | $92,240-75.5% | $70,126-67.7% |
| Participation rate | 46.9% | 68.7%-21.8pp | 76.5%-29.6pp | 69.5%-22.7pp |
| Annual return | 13.70% | 530.19%-516.5pp | 176.29%-162.6pp | 73.15%-59.4pp |
| Employer contribution / active EE | $521 | $2,471-78.9% | $3,680-85.8% | $2,343-77.8% |
| Participant deferral / active EE | $781 | $2,854-72.6% | $3,897-80.0% | $3,332-76.6% |
| Admin fee / account holder | $2,787 | $3,841-27.4% | $5,194-46.3% | $4,645-40.0% |