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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 | $13,982 | $51,606-72.9% | $129,339-89.2% | $80,911-82.7% |
| Participation rate | 32.1% | 57.0%-24.8pp | 69.6%-37.5pp | 67.6%-35.5pp |
| Annual return | 15.19% | 20.76%-5.6pp | 9437.05%-9421.9pp | 35.63%-20.4pp |
| Employer contribution / active EE | $314 | $1,582-80.2% | $4,154-92.5% | $2,756-88.6% |
| Participant deferral / active EE | $552 | $2,669-79.3% | $4,170-86.8% | $4,297-87.2% |
| Admin fee / account holder | $590 | $4,310-86.3% | $7,668-92.3% | $6,935-91.5% |