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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 | $20,185 | $53,128-62.0% | $86,582-76.7% | $70,126-71.2% |
| Participation rate | 61.8% | 65.3%-3.5pp | 73.5%-11.7pp | 69.5%-7.7pp |
| Annual return | 13.86% | 27.66%-13.8pp | 965.08%-951.2pp | 73.15%-59.3pp |
| Employer contribution / active EE | $251 | $2,068-87.9% | $2,839-91.2% | $2,343-89.3% |
| Participant deferral / active EE | $590 | $2,695-78.1% | $3,609-83.7% | $3,332-82.3% |
| Admin fee / account holder | $530 | $3,584-85.2% | $4,904-89.2% | $4,645-88.6% |