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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 | $16,024 | $51,184-68.7% | $66,439-75.9% | $86,983-81.6% |
| Participation rate | 44.2% | 68.5%-24.3pp | 74.5%-30.3pp | 69.5%-25.4pp |
| Annual return | 11.28% | 17.07%-5.8pp | 757.66%-746.4pp | 25.83%-14.6pp |
| Employer contribution / active EE | $858 | $2,023-57.6% | $2,637-67.4% | $2,584-66.8% |
| Participant deferral / active EE | $864 | $2,927-70.5% | $3,876-77.7% | $4,194-79.4% |
| Admin fee / account holder | $470 | $4,154-88.7% | $6,173-92.4% | $7,856-94.0% |