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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 | $18,055 | $61,391-70.6% | $149,723-87.9% | $71,529-74.8% |
| Participation rate | 24.6% | 62.5%-37.9pp | 78.8%-54.2pp | 67.9%-43.4pp |
| Annual return | 18.00% | 35.88%-17.9pp | 134.50%-116.5pp | 28.97%-11.0pp |
| Employer contribution / active EE | $699 | $2,384-70.7% | $4,821-85.5% | $2,590-73.0% |
| Participant deferral / active EE | $530 | $2,921-81.9% | $5,682-90.7% | $4,291-87.6% |
| Admin fee / account holder | $952 | $1,264-24.7% | $13,215-92.8% | $1,588-40.1% |