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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 | $21,328 | $126,113-83.1% | $116,096-81.6% | $155,188-86.3% |
| Participation rate | 4.3% | 75.1%-70.8pp | 73.3%-69.0pp | 80.8%-76.5pp |
| Annual return | 12.93% | 391.72%-378.8pp | 326.25%-313.3pp | 148.84%-135.9pp |
| Employer contribution / active EE | $69 | $2,672-97.4% | $2,503-97.2% | $4,248-98.4% |
| Participant deferral / active EE | $139 | $4,162-96.7% | $3,952-96.5% | $6,531-97.9% |
| Admin fee / account holder | $543 | $8,045-93.3% | $7,704-93.0% | $14,480-96.2% |