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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 | $17,987 | $39,162-54.1% | $100,671-82.1% | $59,633-69.8% |
| Participation rate | 26.8% | 55.9%-29.1pp | 70.7%-43.9pp | 68.7%-41.9pp |
| Annual return | 3.85% | 21.07%-17.2pp | 20.43%-16.6pp | 2041.45%-2037.6pp |
| Employer contribution / active EE | $230 | $1,151-80.0% | $4,012-94.3% | $2,203-89.6% |
| Participant deferral / active EE | $475 | $1,992-76.1% | $3,144-84.9% | $3,192-85.1% |
| Admin fee / account holder | $706 | $2,969-76.2% | $4,850-85.4% | $4,297-83.6% |