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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 | $19,808 | $35,183-43.7% | $73,545-73.1% | $70,124-71.8% |
| Participation rate | 11.3% | 42.9%-31.6pp | 54.9%-43.6pp | 69.5%-58.3pp |
| Annual return | 3785.93% | 26.90%+3759.0pp | -15.16%+3801.1pp | 73.14%+3712.8pp |
| Employer contribution / active EE | $205 | $709-71.1% | $1,219-83.2% | $2,342-91.2% |
| Participant deferral / active EE | $226 | $1,220-81.4% | $1,806-87.5% | $3,332-93.2% |
| Admin fee / account holder | $1,827 | $2,302-20.6% | $2,320-21.2% | $4,645-60.7% |