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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 | $23,880 | $51,638-53.8% | $68,368-65.1% | $82,448-71.0% |
| Participation rate | 17.9% | 63.6%-45.8pp | 73.8%-55.9pp | 68.1%-50.2pp |
| Annual return | 14.09% | 37.53%-23.4pp | 292.57%-278.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $271 | $2,047-86.8% | $2,649-89.8% | $2,551-89.4% |
| Participant deferral / active EE | $304 | $2,914-89.6% | $4,123-92.6% | $4,139-92.7% |
| Admin fee / account holder | $1,731 | $4,643-62.7% | $5,150-66.4% | $7,234-76.1% |