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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 | $20,524 | $45,900-55.3% | $94,057-78.2% | $64,340-68.1% |
| Participation rate | 8.9% | 50.6%-41.6pp | 73.3%-64.4pp | 55.2%-46.3pp |
| Annual return | 24.68% | 50.47%-25.8pp | 480.62%-455.9pp | 24.14%+0.5pp |
| Employer contribution / active EE | $230 | $1,612-85.7% | $2,933-92.2% | $1,862-87.6% |
| Participant deferral / active EE | $502 | $2,102-76.1% | $4,709-89.3% | $2,980-83.1% |
| Admin fee / account holder | $1,064 | $3,143-66.2% | $7,244-85.3% | $3,703-71.3% |