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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 | $27,494 | $91,037-69.8% | $71,671-61.6% | $147,586-81.4% |
| Participation rate | 47.4% | 76.1%-28.8pp | 68.7%-21.4pp | 82.8%-35.5pp |
| Annual return | 14.62% | 20.48%-5.9pp | 20.65%-6.0pp | 578.59%-564.0pp |
| Employer contribution / active EE | $679 | $3,327-79.6% | $2,460-72.4% | $4,876-86.1% |
| Participant deferral / active EE | $937 | $4,498-79.2% | $3,438-72.8% | $5,439-82.8% |
| Admin fee / account holder | $747 | $8,613-91.3% | $5,558-86.6% | $10,886-93.1% |