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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 | $18,956 | $57,330-66.9% | $86,656-78.1% | $75,177-74.8% |
| Participation rate | 27.3% | 63.2%-35.9pp | 71.7%-44.4pp | 67.2%-39.9pp |
| Annual return | 18.60% | 2675.40%-2656.8pp | 593.09%-574.5pp | 160.75%-142.2pp |
| Employer contribution / active EE | $388 | $2,316-83.2% | $3,025-87.2% | $2,671-85.5% |
| Participant deferral / active EE | $432 | $3,320-87.0% | $4,439-90.3% | $4,126-89.5% |
| Admin fee / account holder | $874 | $4,115-78.7% | $5,619-84.4% | $5,651-84.5% |