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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 | $17,080 | $53,128-67.9% | $86,582-80.3% | $70,126-75.6% |
| Participation rate | 55.6% | 65.3%-9.7pp | 73.5%-18.0pp | 69.5%-14.0pp |
| Annual return | 17.73% | 27.66%-9.9pp | 965.08%-947.4pp | 73.15%-55.4pp |
| Employer contribution / active EE | $471 | $2,068-77.2% | $2,839-83.4% | $2,343-79.9% |
| Participant deferral / active EE | $463 | $2,695-82.8% | $3,609-87.2% | $3,332-86.1% |
| Admin fee / account holder | $1,475 | $3,584-58.8% | $4,904-69.9% | $4,645-68.2% |