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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 | $49,976-59.8% | $66,674-69.8% | $82,637-75.7% |
| Participation rate | 25.0% | 63.1%-38.1pp | 73.7%-48.7pp | 68.1%-43.1pp |
| Annual return | 14.18% | 39.09%-24.9pp | 321.24%-307.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $263 | $1,988-86.8% | $2,620-90.0% | $2,552-89.7% |
| Participant deferral / active EE | $470 | $2,847-83.5% | $4,084-88.5% | $4,126-88.6% |
| Admin fee / account holder | $3,828 | $4,594-16.7% | $5,098-24.9% | $7,339-47.8% |