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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 | $30,423-53.2% | $56,025-74.6% | $74,478-80.9% |
| Participation rate | 20.6% | 32.9%-12.3pp | 52.5%-31.9pp | 67.2%-46.7pp |
| Annual return | 11.76% | 24.97%-13.2pp | 1712.69%-1700.9pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $1,165 | $610+90.9% | $1,042+11.9% | $2,626-55.6% |
| Participant deferral / active EE | $167 | $1,176-85.8% | $1,955-91.5% | $4,350-96.2% |
| Admin fee / account holder | $3,124 | $2,363+32.2% | $2,828+10.5% | $1,946+60.6% |