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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 | $10,034 | $47,479-78.9% | $62,929-84.1% | $82,448-87.8% |
| Participation rate | 25.4% | 66.9%-41.5pp | 73.1%-47.7pp | 68.1%-42.7pp |
| Annual return | 21.07% | 20.34%+0.7pp | 1063.93%-1042.9pp | 41.64%-20.6pp |
| Employer contribution / active EE | $339 | $1,885-82.0% | $2,505-86.5% | $2,551-86.7% |
| Participant deferral / active EE | $679 | $2,870-76.4% | $3,888-82.5% | $4,139-83.6% |
| Admin fee / account holder | $645 | $3,804-83.1% | $5,065-87.3% | $7,234-91.1% |