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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 | $19,537 | $91,086-78.6% | $203,872-90.4% | $86,983-77.5% |
| Participation rate | 13.3% | 65.8%-52.5pp | 77.8%-64.5pp | 69.5%-56.2pp |
| Annual return | 20.05% | 22.30%-2.3pp | 85.11%-65.1pp | 25.83%-5.8pp |
| Employer contribution / active EE | $353 | $2,063-82.9% | $3,757-90.6% | $2,584-86.3% |
| Participant deferral / active EE | $476 | $4,019-88.1% | $6,388-92.5% | $4,194-88.6% |
| Admin fee / account holder | $791 | $8,987-91.2% | $11,730-93.3% | $7,856-89.9% |