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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 | $20,452 | $55,457-63.1% | $77,361-73.6% | $94,015-78.2% |
| Participation rate | 4.7% | 69.8%-65.1pp | 75.0%-70.3pp | 70.8%-66.1pp |
| Annual return | 16.73% | 15.57%+1.2pp | 1011.54%-994.8pp | 17.84%-1.1pp |
| Employer contribution / active EE | $1,052 | $2,255-53.4% | $2,990-64.8% | $2,790-62.3% |
| Participant deferral / active EE | $20 | $3,069-99.4% | $3,911-99.5% | $4,249-99.5% |
| Admin fee / account holder | $1,704 | $4,334-60.7% | $5,894-71.1% | $8,951-81.0% |