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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 | $20,987 | $48,570-56.8% | $130,660-83.9% | $72,975-71.2% |
| Participation rate | 25.7% | 58.6%-32.9pp | 71.7%-46.0pp | 69.5%-43.8pp |
| Annual return | 17.21% | 38.63%-21.4pp | 1709.29%-1692.1pp | 81.01%-63.8pp |
| Employer contribution / active EE | $293 | $1,334-78.1% | $4,092-92.8% | $2,440-88.0% |
| Participant deferral / active EE | $680 | $2,384-71.5% | $3,603-81.1% | $3,608-81.1% |
| Admin fee / account holder | $4,005 | $3,549+12.9% | $5,463-26.7% | $5,124-21.8% |