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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 | $16,634 | $56,134-70.4% | $96,171-82.7% | $85,847-80.6% |
| Participation rate | 28.0% | 56.7%-28.7pp | 68.4%-40.4pp | 69.3%-41.3pp |
| Annual return | 16.29% | 42.30%-26.0pp | 192.04%-175.8pp | 318.61%-302.3pp |
| Employer contribution / active EE | $344 | $1,620-78.8% | $2,799-87.7% | $2,565-86.6% |
| Participant deferral / active EE | $797 | $2,858-72.1% | $4,350-81.7% | $3,952-79.8% |
| Admin fee / account holder | $389 | $3,769-89.7% | $5,538-93.0% | $6,261-93.8% |