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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 | $18,152 | $58,311-68.9% | $81,882-77.8% | $80,959-77.6% |
| Participation rate | 69.8% | 63.5%+6.3pp | 72.4%-2.6pp | 67.7%+2.1pp |
| Annual return | 11.72% | 41.85%-30.1pp | 779.47%-767.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,838 | $2,347-21.7% | $2,916-37.0% | $2,757-33.3% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,330 | $4,752-72.0% | $7,360-81.9% | $6,925-80.8% |