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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 | $19,375 | $57,305-66.2% | $86,640-77.6% | $75,173-74.2% |
| Participation rate | 26.3% | 63.2%-36.9pp | 71.7%-45.4pp | 67.2%-40.9pp |
| Annual return | 25.08% | 2674.24%-2649.2pp | 592.52%-567.4pp | 160.72%-135.6pp |
| Employer contribution / active EE | $410 | $2,316-82.3% | $3,024-86.5% | $2,671-84.7% |
| Participant deferral / active EE | $565 | $3,320-83.0% | $4,438-87.3% | $4,126-86.3% |
| Admin fee / account holder | $10,797 | $4,116+162.3% | $5,616+92.3% | $5,651+91.1% |