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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 | $16,519 | $45,123-63.4% | $85,240-80.6% | $74,478-77.8% |
| Participation rate | 10.5% | 49.4%-38.9pp | 67.5%-57.1pp | 67.2%-56.7pp |
| Annual return | 13.49% | 26.32%-12.8pp | 66.75%-53.3pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $210 | $1,459-85.6% | $2,735-92.3% | $2,626-92.0% |
| Participant deferral / active EE | $302 | $2,736-89.0% | $4,527-93.3% | $4,350-93.1% |
| Admin fee / account holder | $695 | $2,215-68.6% | $6,165-88.7% | $1,946-64.3% |