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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 | $24,166 | $63,703-62.1% | $93,063-74.0% | $82,448-70.7% |
| Participation rate | 23.0% | 63.8%-40.9pp | 72.1%-49.2pp | 68.1%-45.1pp |
| Annual return | 16.49% | -775.43%+791.9pp | 34.15%-17.7pp | 41.64%-25.1pp |
| Employer contribution / active EE | $365 | $1,729-78.9% | $2,476-85.2% | $2,551-85.7% |
| Participant deferral / active EE | $568 | $2,919-80.5% | $3,958-85.6% | $4,139-86.3% |
| Admin fee / account holder | $2,252 | $5,982-62.4% | $6,033-62.7% | $7,234-68.9% |