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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 | $19,095 | $47,479-59.8% | $62,929-69.7% | $82,448-76.8% |
| Participation rate | 24.1% | 66.9%-42.8pp | 73.1%-49.0pp | 68.1%-44.0pp |
| Annual return | 21.77% | 20.34%+1.4pp | 1063.93%-1042.2pp | 41.64%-19.9pp |
| Employer contribution / active EE | $361 | $1,885-80.8% | $2,505-85.6% | $2,551-85.8% |
| Participant deferral / active EE | $700 | $2,870-75.6% | $3,888-82.0% | $4,139-83.1% |
| Admin fee / account holder | $1,240 | $3,804-67.4% | $5,065-75.5% | $7,234-82.9% |