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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 | $20,845 | $58,292-64.2% | $86,640-75.9% | $71,511-70.9% |
| Participation rate | 21.4% | 65.0%-43.6pp | 71.7%-50.3pp | 67.9%-46.5pp |
| Annual return | 16.45% | 21.63%-5.2pp | 592.52%-576.1pp | 28.86%-12.4pp |
| Employer contribution / active EE | $447 | $2,574-82.6% | $3,024-85.2% | $2,589-82.7% |
| Participant deferral / active EE | $693 | $3,438-79.9% | $4,438-84.4% | $4,291-83.9% |
| Admin fee / account holder | $4,172 | $1,057+294.6% | $5,616-25.7% | $1,588+162.7% |