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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 | $24,283 | $73,459-66.9% | $178,449-86.4% | $74,400-67.4% |
| Participation rate | 46.8% | 66.6%-19.8pp | 77.1%-30.3pp | 67.2%-20.4pp |
| Annual return | 12.49% | 17.50%-5.0pp | 27.09%-14.6pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $760 | $2,219-65.7% | $3,951-80.8% | $2,624-71.0% |
| Participant deferral / active EE | $1,287 | $4,515-71.5% | $6,277-79.5% | $4,348-70.4% |
| Admin fee / account holder | $5,392 | $1,812+197.6% | $10,362-48.0% | $1,944+177.4% |