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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 | $20,873 | $57,312-63.6% | $86,617-75.9% | $75,181-72.2% |
| Participation rate | 34.6% | 63.2%-28.6pp | 71.7%-37.1pp | 67.2%-32.6pp |
| Annual return | 14.19% | 2672.78%-2658.6pp | 591.91%-577.7pp | 160.69%-146.5pp |
| Employer contribution / active EE | $767 | $2,315-66.9% | $3,023-74.6% | $2,671-71.3% |
| Participant deferral / active EE | $263 | $3,319-92.1% | $4,437-94.1% | $4,126-93.6% |
| Admin fee / account holder | $895 | $4,114-78.3% | $5,613-84.1% | $5,650-84.2% |