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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 | $21,030 | $51,604-59.2% | $129,295-83.7% | $80,874-74.0% |
| Participation rate | 7.2% | 57.0%-49.7pp | 69.6%-62.4pp | 67.6%-60.4pp |
| Annual return | 15.45% | 20.76%-5.3pp | 9429.28%-9413.8pp | 35.62%-20.2pp |
| Employer contribution / active EE | $338 | $1,585-78.7% | $4,157-91.9% | $2,756-87.7% |
| Participant deferral / active EE | $605 | $2,670-77.3% | $4,169-85.5% | $4,297-85.9% |
| Admin fee / account holder | $5,502 | $4,310+27.7% | $7,665-28.2% | $6,935-20.7% |