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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 | $14,379 | $55,472-74.1% | $155,567-90.8% | $74,546-80.7% |
| Participation rate | 33.0% | 61.9%-28.9pp | 78.2%-45.2pp | 67.2%-34.2pp |
| Annual return | 13.06% | 268.72%-255.7pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $605 | $2,269-73.3% | $4,674-87.1% | $2,624-76.9% |
| Participant deferral / active EE | $654 | $2,838-76.9% | $5,628-88.4% | $4,347-84.9% |
| Admin fee / account holder | $1,662 | $1,743-4.6% | $15,916-89.6% | $1,944-14.5% |