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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 | $20,105 | $61,125-67.1% | $94,057-78.6% | $87,485-77.0% |
| Participation rate | 25.0% | 64.1%-39.1pp | 73.3%-48.3pp | 68.9%-43.9pp |
| Annual return | 14.18% | 35.20%-21.0pp | 480.62%-466.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $263 | $2,136-87.7% | $2,933-91.0% | $2,596-89.9% |
| Participant deferral / active EE | $470 | $3,260-85.6% | $4,709-90.0% | $4,274-89.0% |
| Admin fee / account holder | $3,828 | $5,629-32.0% | $7,244-47.2% | $7,775-50.8% |