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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 | $24,566 | $41,854-41.3% | $73,836-66.7% | $52,331-53.1% |
| Participation rate | 23.9% | 66.2%-42.3pp | 73.4%-49.5pp | 68.1%-44.2pp |
| Annual return | 1.07% | 2.11%-1.0pp | 2268.06%-2267.0pp | 4.54%-3.5pp |
| Employer contribution / active EE | $291 | $1,920-84.9% | $2,787-89.6% | $1,882-84.6% |
| Participant deferral / active EE | $638 | $2,498-74.5% | $3,583-82.2% | $3,022-78.9% |
| Admin fee / account holder | $14,423 | $493+2827.8% | $4,882+195.4% | $592+2338.0% |