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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 | $34,259 | $114,013-70.0% | $103,693-67.0% | $155,188-77.9% |
| Participation rate | 10.0% | 75.2%-65.2pp | 72.6%-62.6pp | 80.8%-70.8pp |
| Annual return | 20.15% | 49.31%-29.2pp | 47.61%-27.5pp | 148.84%-128.7pp |
| Employer contribution / active EE | $150 | $3,131-95.2% | $2,920-94.9% | $4,248-96.5% |
| Participant deferral / active EE | $200 | $4,970-96.0% | $4,579-95.6% | $6,531-96.9% |
| Admin fee / account holder | $369 | $8,407-95.6% | $7,858-95.3% | $14,480-97.5% |