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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 | $15,974 | $39,162-59.2% | $100,671-84.1% | $59,633-73.2% |
| Participation rate | 38.5% | 55.9%-17.4pp | 70.7%-32.3pp | 68.7%-30.2pp |
| Annual return | 1.82% | 21.07%-19.3pp | 20.43%-18.6pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $316 | $1,151-72.5% | $4,012-92.1% | $2,203-85.6% |
| Participant deferral / active EE | $621 | $1,992-68.8% | $3,144-80.2% | $3,192-80.5% |
| Admin fee / account holder | $2,590 | $2,969-12.8% | $4,850-46.6% | $4,297-39.7% |