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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 | $14,725 | $45,152-67.4% | $73,845-80.1% | $59,632-75.3% |
| Participation rate | 22.6% | 64.0%-41.4pp | 73.4%-50.8pp | 68.7%-46.1pp |
| Annual return | 0.46% | 27.40%-26.9pp | 2267.91%-2267.5pp | 2041.32%-2040.9pp |
| Employer contribution / active EE | $252 | $1,902-86.7% | $2,788-91.0% | $2,203-88.6% |
| Participant deferral / active EE | $545 | $2,574-78.8% | $3,583-84.8% | $3,192-82.9% |
| Admin fee / account holder | $2,060 | $3,516-41.4% | $4,881-57.8% | $4,297-52.1% |