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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 | $16,608 | $52,519-68.4% | $155,789-89.3% | $59,633-72.2% |
| Participation rate | 68.6% | 61.7%+6.9pp | 76.1%-7.5pp | 68.7%-0.1pp |
| Annual return | 0.35% | 53.51%-53.2pp | 71.54%-71.2pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $405 | $1,589-74.5% | $3,839-89.4% | $2,203-81.6% |
| Participant deferral / active EE | $779 | $3,084-74.8% | $4,798-83.8% | $3,192-75.6% |
| Admin fee / account holder | $472 | $3,540-86.7% | $7,477-93.7% | $4,297-89.0% |