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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 | $27,490 | $124,346-77.9% | $111,308-75.3% | $167,536-83.6% |
| Participation rate | 53.8% | 79.6%-25.8pp | 77.3%-23.5pp | 82.1%-28.3pp |
| Annual return | 12.58% | 37.45%-24.9pp | 54.67%-42.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $854 | $3,437-75.2% | $2,732-68.7% | $4,839-82.4% |
| Participant deferral / active EE | $969 | $5,182-81.3% | $4,487-78.4% | $6,342-84.7% |
| Admin fee / account holder | $550 | $10,621-94.8% | $7,965-93.1% | $12,315-95.5% |