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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 | $21,226 | $81,664-74.0% | $70,476-69.9% | $158,966-86.6% |
| Participation rate | 10.0% | 77.7%-67.7pp | 75.1%-65.1pp | 82.0%-72.0pp |
| Annual return | 5.19% | 208.59%-203.4pp | 109.12%-103.9pp | 302.95%-297.8pp |
| Employer contribution / active EE | $525 | $3,219-83.7% | $2,738-80.8% | $4,762-89.0% |
| Participant deferral / active EE | $392 | $4,556-91.4% | $3,710-89.4% | $5,983-93.4% |
| Admin fee / account holder | $3,000 | $6,197-51.6% | $3,847-22.0% | $11,250-73.3% |