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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 | $22,574 | $29,569-23.7% | $56,077-59.7% | $77,714-71.0% |
| Participation rate | 6.4% | 32.6%-26.2pp | 52.5%-46.1pp | 70.6%-64.2pp |
| Annual return | 16.52% | 18.90%-2.4pp | 1709.28%-1692.8pp | 31.26%-14.7pp |
| Employer contribution / active EE | $154 | $569-73.0% | $1,040-85.2% | $2,727-94.4% |
| Participant deferral / active EE | $269 | $1,061-74.7% | $1,954-86.2% | $4,649-94.2% |
| Admin fee / account holder | $312 | $1,042-70.1% | $2,825-89.0% | $433-28.0% |