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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 | $29,239 | $55,437-47.3% | $155,534-81.2% | $74,459-60.7% |
| Participation rate | 17.0% | 61.9%-44.9pp | 78.2%-61.3pp | 67.2%-50.3pp |
| Annual return | 14.57% | 269.58%-255.0pp | 64.92%-50.3pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $581 | $2,266-74.4% | $4,675-87.6% | $2,626-77.9% |
| Participant deferral / active EE | $694 | $2,837-75.5% | $5,630-87.7% | $4,350-84.0% |
| Admin fee / account holder | $1,718 | $1,742-1.4% | $15,900-89.2% | $1,945-11.7% |