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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 | $6,222 | $29,736-79.1% | $56,033-88.9% | $80,935-92.3% |
| Participation rate | 22.6% | 41.7%-19.1pp | 52.5%-29.9pp | 67.7%-45.0pp |
| Annual return | 15.60% | 35.28%-19.7pp | 1711.38%-1695.8pp | 35.66%-20.1pp |
| Employer contribution / active EE | $108 | $671-84.0% | $1,041-89.7% | $2,757-96.1% |
| Participant deferral / active EE | $179 | $1,228-85.4% | $1,954-90.8% | $4,299-95.8% |
| Admin fee / account holder | $2,393 | $2,434-1.7% | $2,827-15.4% | $6,924-65.4% |