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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 | $17,877 | $58,275-69.3% | $81,844-78.2% | $80,935-77.9% |
| Participation rate | 32.4% | 63.5%-31.0pp | 72.4%-39.9pp | 67.7%-35.2pp |
| Annual return | 15.31% | 41.82%-26.5pp | 778.87%-763.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $310 | $2,346-86.8% | $2,916-89.4% | $2,757-88.7% |
| Participant deferral / active EE | $662 | $3,285-79.8% | $4,323-84.7% | $4,299-84.6% |
| Admin fee / account holder | $791 | $4,749-83.3% | $7,355-89.2% | $6,924-88.6% |