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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 | $51,638-61.1% | $68,368-70.6% | $82,448-75.6% |
| Participation rate | 25.0% | 63.6%-38.6pp | 73.8%-48.8pp | 68.1%-43.1pp |
| Annual return | 14.18% | 37.53%-23.4pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $263 | $2,047-87.1% | $2,649-90.1% | $2,551-89.7% |
| Participant deferral / active EE | $470 | $2,914-83.9% | $4,123-88.6% | $4,139-88.6% |
| Admin fee / account holder | $3,828 | $4,643-17.6% | $5,150-25.7% | $7,234-47.1% |