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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 | $20,860 | $67,823-69.2% | $52,425-60.2% | $137,256-84.8% |
| Participation rate | 17.6% | 63.9%-46.3pp | 55.6%-38.0pp | 80.0%-62.3pp |
| Annual return | 15.12% | 219.11%-204.0pp | 302.12%-287.0pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4 | $1,163-99.6% | $914-99.5% | $4,156-99.9% |
| Participant deferral / active EE | $13 | $2,288-99.4% | $1,790-99.3% | $6,407-99.8% |
| Admin fee / account holder | $1,120 | $2,844-60.6% | $2,495-55.1% | $12,270-90.9% |