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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 | $22,204 | $40,275-44.9% | $57,356-61.3% | $59,633-62.8% |
| Participation rate | 25.8% | 69.1%-43.3pp | 75.1%-49.3pp | 68.7%-42.9pp |
| Annual return | 2.63% | 27.52%-24.9pp | 24.41%-21.8pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $446 | $1,921-76.8% | $2,689-83.4% | $2,203-79.8% |
| Participant deferral / active EE | $479 | $2,400-80.1% | $3,162-84.9% | $3,192-85.0% |
| Admin fee / account holder | $12,534 | $2,820+344.4% | $3,357+273.3% | $4,297+191.7% |