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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 | $45,119-63.4% | $85,126-80.6% | $74,429-77.8% |
| Participation rate | 10.5% | 49.4%-38.9pp | 67.5%-57.0pp | 67.2%-56.7pp |
| Annual return | 13.49% | 26.28%-12.8pp | 66.63%-53.1pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $210 | $1,460-85.6% | $2,731-92.3% | $2,625-92.0% |
| Participant deferral / active EE | $302 | $2,738-89.0% | $4,523-93.3% | $4,348-93.1% |
| Admin fee / account holder | $695 | $2,214-68.6% | $6,160-88.7% | $1,944-64.3% |