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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 | $23,086 | $35,183-34.4% | $73,550-68.6% | $70,126-67.1% |
| Participation rate | 13.9% | 42.9%-29.0pp | 54.9%-41.0pp | 69.5%-55.7pp |
| Annual return | 16.65% | 26.90%-10.2pp | -15.16%+31.8pp | 73.15%-56.5pp |
| Employer contribution / active EE | $216 | $709-69.5% | $1,219-82.3% | $2,343-90.8% |
| Participant deferral / active EE | $219 | $1,220-82.1% | $1,804-87.9% | $3,332-93.4% |
| Admin fee / account holder | $5,197 | $2,302+125.8% | $2,320+124.1% | $4,645+11.9% |