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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 | $16,533 | $61,125-73.0% | $94,057-82.4% | $87,485-81.1% |
| Participation rate | 17.8% | 64.1%-46.3pp | 73.3%-55.6pp | 68.9%-51.2pp |
| Annual return | 24.81% | 35.20%-10.4pp | 480.62%-455.8pp | 26.06%-1.3pp |
| Employer contribution / active EE | $236 | $2,136-89.0% | $2,933-92.0% | $2,596-90.9% |
| Participant deferral / active EE | $732 | $3,260-77.5% | $4,709-84.4% | $4,274-82.9% |
| Admin fee / account holder | $530 | $5,629-90.6% | $7,244-92.7% | $7,775-93.2% |