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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 | $43,810 | $45,126-2.9% | $85,187-48.6% | $74,459-41.2% |
| Participation rate | 11.3% | 49.4%-38.1pp | 67.5%-56.2pp | 67.2%-55.9pp |
| Annual return | 24.45% | 26.30%-1.8pp | 66.67%-42.2pp | 1369.70%-1345.3pp |
| Employer contribution / active EE | $264 | $1,460-81.9% | $2,732-90.3% | $2,626-89.9% |
| Participant deferral / active EE | $489 | $2,738-82.1% | $4,525-89.2% | $4,350-88.8% |
| Admin fee / account holder | $755 | $2,212-65.9% | $6,162-87.7% | $1,945-61.2% |