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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 | $12,130 | $43,496-72.1% | $161,489-92.5% | $64,340-81.1% |
| Participation rate | 23.7% | 53.5%-29.8pp | 78.7%-55.0pp | 55.2%-31.5pp |
| Annual return | 19.29% | 20.76%-1.5pp | 89.72%-70.4pp | 24.14%-4.9pp |
| Employer contribution / active EE | $401 | $1,431-72.0% | $4,268-90.6% | $1,862-78.5% |
| Participant deferral / active EE | $512 | $1,996-74.4% | $5,630-90.9% | $2,980-82.8% |
| Admin fee / account holder | $422 | $2,330-81.9% | $16,006-97.4% | $3,703-88.6% |