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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 | $22,529 | $51,638-56.4% | $129,406-82.6% | $80,959-72.2% |
| Participation rate | 40.5% | 56.9%-16.5pp | 69.6%-29.2pp | 67.7%-27.2pp |
| Annual return | 12.46% | 20.78%-8.3pp | 9468.18%-9455.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $365 | $1,584-77.0% | $4,155-91.2% | $2,757-86.8% |
| Participant deferral / active EE | $733 | $2,670-72.5% | $4,167-82.4% | $4,300-82.9% |
| Admin fee / account holder | $531 | $4,313-87.7% | $7,689-93.1% | $6,925-92.3% |