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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 | $23,683 | $53,128-55.4% | $86,582-72.6% | $70,126-66.2% |
| Participation rate | 16.2% | 65.3%-49.1pp | 73.5%-57.3pp | 69.5%-53.3pp |
| Annual return | 15.03% | 27.66%-12.6pp | 965.08%-950.1pp | 73.15%-58.1pp |
| Employer contribution / active EE | $303 | $2,068-85.4% | $2,839-89.3% | $2,343-87.1% |
| Participant deferral / active EE | $316 | $2,695-88.3% | $3,609-91.2% | $3,332-90.5% |
| Admin fee / account holder | $5,456 | $3,584+52.2% | $4,904+11.3% | $4,645+17.4% |