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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 | $19,633 | $54,690-64.1% | $76,030-74.2% | $74,478-73.6% |
| Participation rate | 27.0% | 60.3%-33.3pp | 69.1%-42.0pp | 67.2%-40.2pp |
| Annual return | 15.85% | 31.92%-16.1pp | 361.54%-345.7pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $588 | $1,781-67.0% | $2,688-78.1% | $2,626-77.6% |
| Participant deferral / active EE | $908 | $3,070-70.4% | $4,257-78.7% | $4,350-79.1% |
| Admin fee / account holder | $2,586 | $2,240+15.4% | $6,421-59.7% | $1,946+32.9% |