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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 | $18,111 | $73,107-75.2% | $114,563-84.2% | $87,485-79.3% |
| Participation rate | 41.4% | 65.8%-24.4pp | 72.9%-31.5pp | 68.9%-27.6pp |
| Annual return | 13.40% | 19.47%-6.1pp | 241.09%-227.7pp | 26.06%-12.7pp |
| Employer contribution / active EE | $664 | $1,881-64.7% | $2,592-74.4% | $2,596-74.4% |
| Participant deferral / active EE | $841 | $3,144-73.3% | $4,142-79.7% | $4,274-80.3% |
| Admin fee / account holder | $7,914 | $5,770+37.2% | $7,623+3.8% | $7,775+1.8% |