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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 | $19,007 | $28,624-33.6% | $53,647-64.6% | $82,637-77.0% |
| Participation rate | 8.6% | 47.3%-38.7pp | 56.3%-47.7pp | 68.1%-59.5pp |
| Annual return | 18.76% | 664.98%-646.2pp | 358.33%-339.6pp | 53.51%-34.7pp |
| Employer contribution / active EE | $128 | $637-79.9% | $962-86.7% | $2,552-95.0% |
| Participant deferral / active EE | $199 | $1,196-83.4% | $1,813-89.0% | $4,126-95.2% |
| Admin fee / account holder | $451 | $2,022-77.7% | $2,460-81.7% | $7,339-93.9% |