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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 | $14,229 | $30,421-53.2% | $56,077-74.6% | $74,429-80.9% |
| Participation rate | 20.6% | 32.9%-12.3pp | 52.5%-31.9pp | 67.2%-46.7pp |
| Annual return | 11.76% | 24.94%-13.2pp | 1709.28%-1697.5pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $1,165 | $610+91.1% | $1,040+12.0% | $2,625-55.6% |
| Participant deferral / active EE | $167 | $1,175-85.8% | $1,954-91.5% | $4,348-96.2% |
| Admin fee / account holder | $3,124 | $2,363+32.2% | $2,825+10.6% | $1,944+60.7% |