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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 | $13,497 | $45,900-70.6% | $94,057-85.7% | $64,340-79.0% |
| Participation rate | 17.6% | 50.6%-33.0pp | 73.3%-55.7pp | 55.2%-37.6pp |
| Annual return | 15.64% | 50.47%-34.8pp | 480.62%-465.0pp | 24.14%-8.5pp |
| Employer contribution / active EE | $187 | $1,612-88.4% | $2,933-93.6% | $1,862-89.9% |
| Participant deferral / active EE | $343 | $2,102-83.7% | $4,709-92.7% | $2,980-88.5% |
| Admin fee / account holder | $2,551 | $3,143-18.8% | $7,244-64.8% | $3,703-31.1% |