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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 | $28,719 | $62,166-53.8% | $81,286-64.7% | $74,429-61.4% |
| Participation rate | 12.0% | 64.1%-52.0pp | 69.5%-57.5pp | 67.2%-55.2pp |
| Annual return | 23.63% | 16.50%+7.1pp | 24.80%-1.2pp | 1368.38%-1344.8pp |
| Employer contribution / active EE | $608 | $1,881-67.7% | $2,463-75.3% | $2,625-76.8% |
| Participant deferral / active EE | $1,193 | $3,223-63.0% | $3,883-69.3% | $4,348-72.6% |
| Admin fee / account holder | $10,380 | $1,925+439.3% | $5,764+80.1% | $1,944+433.9% |