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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 | $20,707 | $51,638-59.9% | $129,406-84.0% | $80,959-74.4% |
| Participation rate | 37.9% | 56.9%-19.0pp | 69.6%-31.7pp | 67.7%-29.7pp |
| Annual return | 11.21% | 20.78%-9.6pp | 9468.18%-9457.0pp | 35.67%-24.5pp |
| Employer contribution / active EE | $348 | $1,584-78.0% | $4,155-91.6% | $2,757-87.4% |
| Participant deferral / active EE | $544 | $2,670-79.6% | $4,167-86.9% | $4,300-87.3% |
| Admin fee / account holder | $8,965 | $4,313+107.8% | $7,689+16.6% | $6,925+29.4% |