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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 | $19,573 | $51,620-62.1% | $90,304-78.3% | $65,185-70.0% |
| Participation rate | 16.5% | 68.6%-52.1pp | 73.3%-56.8pp | 70.2%-53.7pp |
| Annual return | 23.09% | 24.94%-1.8pp | 78.13%-55.0pp | 29.38%-6.3pp |
| Employer contribution / active EE | $387 | $2,235-82.7% | $2,855-86.4% | $2,177-82.2% |
| Participant deferral / active EE | $474 | $2,871-83.5% | $3,885-87.8% | $3,514-86.5% |
| Admin fee / account holder | $2,208 | $384+474.5% | $5,354-58.8% | $847+160.6% |