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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 | $22,663 | $45,152-49.8% | $73,836-69.3% | $59,633-62.0% |
| Participation rate | 38.5% | 64.0%-25.6pp | 73.4%-35.0pp | 68.7%-30.2pp |
| Annual return | 3.41% | 27.40%-24.0pp | 2268.06%-2264.6pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $202 | $1,901-89.4% | $2,787-92.7% | $2,203-90.8% |
| Participant deferral / active EE | $496 | $2,573-80.7% | $3,583-86.2% | $3,192-84.5% |
| Admin fee / account holder | $2,016 | $3,515-42.6% | $4,882-58.7% | $4,297-53.1% |