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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 | $17,310 | $81,358-78.7% | $155,556-88.9% | $80,959-78.6% |
| Participation rate | 26.3% | 66.3%-39.9pp | 78.2%-51.9pp | 67.7%-41.4pp |
| Annual return | 17.97% | 33.39%-15.4pp | 64.84%-46.9pp | 35.67%-17.7pp |
| Employer contribution / active EE | $428 | $3,106-86.2% | $4,675-90.8% | $2,757-84.5% |
| Participant deferral / active EE | $809 | $3,455-76.6% | $5,631-85.6% | $4,300-81.2% |
| Admin fee / account holder | $2,145 | $7,994-73.2% | $15,885-86.5% | $6,925-69.0% |