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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 | $22,705 | $91,167-75.1% | $178,498-87.3% | $79,858-71.6% |
| Participation rate | 42.3% | 69.2%-26.9pp | 81.9%-39.6pp | 69.6%-27.3pp |
| Annual return | 13.38% | 24.19%-10.8pp | 151.09%-137.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $503 | $3,255-84.6% | $5,011-90.0% | $2,471-79.7% |
| Participant deferral / active EE | $796 | $3,236-75.4% | $5,202-84.7% | $3,740-78.7% |
| Admin fee / account holder | $515 | $6,747-92.4% | $13,985-96.3% | $5,306-90.3% |