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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 | $18,855 | $55,437-66.0% | $155,534-87.9% | $74,459-74.7% |
| Participation rate | 42.7% | 61.9%-19.2pp | 78.2%-35.5pp | 67.2%-24.5pp |
| Annual return | 11.53% | 269.58%-258.0pp | 64.92%-53.4pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $437 | $2,266-80.7% | $4,675-90.7% | $2,626-83.4% |
| Participant deferral / active EE | $615 | $2,837-78.3% | $5,630-89.1% | $4,350-85.9% |
| Admin fee / account holder | $443 | $1,742-74.6% | $15,900-97.2% | $1,945-77.2% |