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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 | $24,410 | $54,558-55.3% | $76,002-67.9% | $74,546-67.3% |
| Participation rate | 19.4% | 60.3%-40.9pp | 69.1%-49.7pp | 67.2%-47.8pp |
| Annual return | 13.26% | 31.83%-18.6pp | 360.07%-346.8pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $451 | $1,778-74.6% | $2,688-83.2% | $2,624-82.8% |
| Participant deferral / active EE | $772 | $3,065-74.8% | $4,257-81.9% | $4,347-82.2% |
| Admin fee / account holder | $366 | $2,232-83.6% | $6,414-94.3% | $1,944-81.2% |