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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 | $18,323 | $53,128-65.5% | $86,582-78.8% | $70,126-73.9% |
| Participation rate | 51.9% | 65.3%-13.4pp | 73.5%-21.6pp | 69.5%-17.6pp |
| Annual return | 13.48% | 27.66%-14.2pp | 965.08%-951.6pp | 73.15%-59.7pp |
| Employer contribution / active EE | $298 | $2,068-85.6% | $2,839-89.5% | $2,343-87.3% |
| Participant deferral / active EE | $773 | $2,695-71.3% | $3,609-78.6% | $3,332-76.8% |
| Admin fee / account holder | $5,236 | $3,584+46.1% | $4,904+6.8% | $4,645+12.7% |