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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 | $24,133 | $45,126-46.5% | $85,187-71.7% | $74,459-67.6% |
| Participation rate | 7.8% | 49.4%-41.6pp | 67.5%-59.7pp | 67.2%-59.4pp |
| Annual return | 14.74% | 26.30%-11.6pp | 66.67%-51.9pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $208 | $1,460-85.7% | $2,732-92.4% | $2,626-92.1% |
| Participant deferral / active EE | $515 | $2,738-81.2% | $4,525-88.6% | $4,350-88.2% |
| Admin fee / account holder | $402 | $2,212-81.8% | $6,162-93.5% | $1,945-79.3% |