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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 | $20,429 | $51,736-60.5% | $120,225-83.0% | $67,986-70.0% |
| Participation rate | 21.8% | 46.1%-24.3pp | 69.6%-47.8pp | 57.2%-35.4pp |
| Annual return | 16.10% | 31.98%-15.9pp | 439.23%-423.1pp | 31.67%-15.6pp |
| Employer contribution / active EE | $214 | $1,071-80.0% | $3,475-93.8% | $2,019-89.4% |
| Participant deferral / active EE | $584 | $2,206-73.5% | $3,999-85.4% | $3,358-82.6% |
| Admin fee / account holder | $866 | $4,159-79.2% | $5,696-84.8% | $3,203-73.0% |