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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 | $10,966 | $29,319-62.6% | $52,425-79.1% | $82,448-86.7% |
| Participation rate | 6.5% | 46.9%-40.4pp | 55.6%-49.2pp | 68.1%-61.6pp |
| Annual return | 19.35% | 535.20%-515.9pp | 302.12%-282.8pp | 41.64%-22.3pp |
| Employer contribution / active EE | $199 | $586-66.1% | $914-78.3% | $2,551-92.2% |
| Participant deferral / active EE | $206 | $1,171-82.4% | $1,790-88.5% | $4,139-95.0% |
| Admin fee / account holder | $1,399 | $1,962-28.7% | $2,495-43.9% | $7,234-80.7% |