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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 | $27,421 | $49,891-45.0% | $80,607-66.0% | $75,181-63.5% |
| Participation rate | 22.2% | 55.3%-33.1pp | 67.0%-44.8pp | 67.2%-45.0pp |
| Annual return | 16.62% | 34.67%-18.0pp | 936.11%-919.5pp | 160.69%-144.1pp |
| Employer contribution / active EE | $514 | $1,698-69.7% | $2,724-81.1% | $2,671-80.8% |
| Participant deferral / active EE | $571 | $2,991-80.9% | $4,448-87.2% | $4,126-86.2% |
| Admin fee / account holder | $597 | $3,578-83.3% | $5,379-88.9% | $5,650-89.4% |