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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 | $15,000 | $49,897-69.9% | $80,648-81.4% | $75,177-80.0% |
| Participation rate | 50.8% | 55.3%-4.5pp | 67.0%-16.2pp | 67.2%-16.4pp |
| Annual return | 17.06% | 34.68%-17.6pp | 937.21%-920.2pp | 160.75%-143.7pp |
| Employer contribution / active EE | $1,980 | $1,699+16.5% | $2,724-27.3% | $2,671-25.9% |
| Participant deferral / active EE | $678 | $2,992-77.3% | $4,443-84.7% | $4,126-83.6% |
| Admin fee / account holder | $2,078 | $3,579-41.9% | $5,382-61.4% | $5,651-63.2% |