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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 | $20,452 | $50,554-59.5% | $67,681-69.8% | $87,485-76.6% |
| Participation rate | 4.7% | 67.7%-63.0pp | 73.7%-69.0pp | 68.9%-64.2pp |
| Annual return | 16.73% | 17.81%-1.1pp | 590.58%-573.9pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,052 | $1,988-47.1% | $2,678-60.7% | $2,596-59.5% |
| Participant deferral / active EE | $20 | $2,961-99.3% | $3,976-99.5% | $4,274-99.5% |
| Admin fee / account holder | $1,704 | $4,132-58.8% | $6,100-72.1% | $7,775-78.1% |