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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 | $24,061 | $58,275-58.7% | $81,844-70.6% | $80,935-70.3% |
| Participation rate | 14.8% | 63.5%-48.7pp | 72.4%-57.6pp | 67.7%-52.8pp |
| Annual return | 10.86% | 41.82%-31.0pp | 778.87%-768.0pp | 35.66%-24.8pp |
| Employer contribution / active EE | $334 | $2,346-85.7% | $2,916-88.5% | $2,757-87.9% |
| Participant deferral / active EE | $415 | $3,285-87.4% | $4,323-90.4% | $4,299-90.3% |
| Admin fee / account holder | $524 | $4,749-89.0% | $7,355-92.9% | $6,924-92.4% |