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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 | $20,150 | $53,128-62.1% | $86,582-76.7% | $70,126-71.3% |
| Participation rate | 17.5% | 65.3%-47.8pp | 73.5%-56.1pp | 69.5%-52.1pp |
| Annual return | 17.66% | 27.66%-10.0pp | 965.08%-947.4pp | 73.15%-55.5pp |
| Employer contribution / active EE | $330 | $2,068-84.0% | $2,839-88.4% | $2,343-85.9% |
| Participant deferral / active EE | $476 | $2,695-82.4% | $3,609-86.8% | $3,332-85.7% |
| Admin fee / account holder | $4,654 | $3,584+29.9% | $4,904-5.1% | $4,645+0.2% |