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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 | $21,289 | $58,275-63.5% | $81,844-74.0% | $80,935-73.7% |
| Participation rate | 25.5% | 63.5%-37.9pp | 72.4%-46.8pp | 67.7%-42.1pp |
| Annual return | 12.71% | 41.82%-29.1pp | 778.87%-766.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $466 | $2,346-80.1% | $2,916-84.0% | $2,757-83.1% |
| Participant deferral / active EE | $677 | $3,285-79.4% | $4,323-84.3% | $4,299-84.2% |
| Admin fee / account holder | $8,377 | $4,749+76.4% | $7,355+13.9% | $6,924+21.0% |