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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 | $20,067 | $53,128-62.2% | $86,582-76.8% | $70,126-71.4% |
| Participation rate | 15.6% | 65.3%-49.7pp | 73.5%-58.0pp | 69.5%-54.0pp |
| Annual return | 29.61% | 27.66%+1.9pp | 965.08%-935.5pp | 73.15%-43.5pp |
| Employer contribution / active EE | $466 | $2,068-77.5% | $2,839-83.6% | $2,343-80.1% |
| Participant deferral / active EE | $523 | $2,695-80.6% | $3,609-85.5% | $3,332-84.3% |
| Admin fee / account holder | $1,272 | $3,584-64.5% | $4,904-74.1% | $4,645-72.6% |