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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 | $11,939 | $51,642-76.9% | $129,384-90.8% | $80,935-85.2% |
| Participation rate | 20.0% | 56.9%-36.9pp | 69.6%-49.6pp | 67.7%-47.7pp |
| Annual return | 12.74% | 20.78%-8.0pp | 9461.77%-9449.0pp | 35.66%-22.9pp |
| Employer contribution / active EE | $328 | $1,583-79.3% | $4,153-92.1% | $2,757-88.1% |
| Participant deferral / active EE | $740 | $2,670-72.3% | $4,166-82.2% | $4,299-82.8% |
| Admin fee / account holder | $371 | $4,312-91.4% | $7,686-95.2% | $6,924-94.6% |