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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 | $19,364 | $84,236-77.0% | $170,435-88.6% | $70,126-72.4% |
| Participation rate | 3.6% | 70.8%-67.3pp | 83.6%-80.0pp | 69.5%-66.0pp |
| Annual return | 14.67% | 23.06%-8.4pp | 205.94%-191.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $672 | $3,387-80.2% | $5,432-87.6% | $2,343-71.3% |
| Participant deferral / active EE | $247 | $3,086-92.0% | $4,939-95.0% | $3,332-92.6% |
| Admin fee / account holder | $2,654 | $5,698-53.4% | $13,881-80.9% | $4,645-42.9% |