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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 | $24,560 | $84,236-70.8% | $170,435-85.6% | $70,126-65.0% |
| Participation rate | 64.6% | 70.8%-6.3pp | 83.6%-19.0pp | 69.5%-5.0pp |
| Annual return | 12.90% | 23.06%-10.2pp | 205.94%-193.0pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,098 | $3,387-67.6% | $5,432-79.8% | $2,343-53.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $333 | $5,698-94.2% | $13,881-97.6% | $4,645-92.8% |