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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 | $17,332 | $27,936-38.0% | $58,561-70.4% | $75,173-76.9% |
| Participation rate | 17.1% | 38.8%-21.7pp | 50.9%-33.7pp | 67.2%-50.1pp |
| Annual return | 17.93% | 44.21%-26.3pp | 4251.33%-4233.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $153 | $670-77.1% | $1,053-85.5% | $2,671-94.3% |
| Participant deferral / active EE | $186 | $1,202-84.5% | $1,923-90.3% | $4,126-95.5% |
| Admin fee / account holder | $873 | $1,727-49.4% | $2,520-65.4% | $5,651-84.5% |