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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 | $24,543 | $53,127-53.8% | $86,597-71.7% | $70,131-65.0% |
| Participation rate | 22.4% | 65.3%-42.9pp | 73.5%-51.1pp | 69.5%-47.1pp |
| Annual return | 15.17% | 27.66%-12.5pp | 964.96%-949.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $352 | $2,068-83.0% | $2,840-87.6% | $2,342-85.0% |
| Participant deferral / active EE | $482 | $2,696-82.1% | $3,609-86.6% | $3,332-85.5% |
| Admin fee / account holder | $363 | $3,585-89.9% | $4,906-92.6% | $4,645-92.2% |