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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 | $17,689 | $34,316-48.5% | $74,719-76.3% | $72,983-75.8% |
| Participation rate | 32.4% | 42.4%-10.1pp | 54.5%-22.1pp | 69.5%-37.1pp |
| Annual return | 19.07% | 26.58%-7.5pp | 753.05%-734.0pp | 81.01%-61.9pp |
| Employer contribution / active EE | $325 | $692-53.1% | $1,084-70.0% | $2,440-86.7% |
| Participant deferral / active EE | $363 | $1,272-71.4% | $1,963-81.5% | $3,608-89.9% |
| Admin fee / account holder | $398 | $2,125-81.3% | $3,334-88.1% | $5,124-92.2% |