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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 | $19,594 | $61,125-67.9% | $94,057-79.2% | $87,485-77.6% |
| Participation rate | 22.8% | 64.1%-41.2pp | 73.3%-50.5pp | 68.9%-46.1pp |
| Annual return | 15.82% | 35.20%-19.4pp | 480.62%-464.8pp | 26.06%-10.2pp |
| Employer contribution / active EE | $367 | $2,136-82.8% | $2,933-87.5% | $2,596-85.9% |
| Participant deferral / active EE | $652 | $3,260-80.0% | $4,709-86.2% | $4,274-84.8% |
| Admin fee / account holder | $3,954 | $5,629-29.8% | $7,244-45.4% | $7,775-49.1% |