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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 | $14,357 | $77,908-81.6% | $149,696-90.4% | $75,173-80.9% |
| Participation rate | 26.9% | 65.6%-38.7pp | 78.8%-51.9pp | 67.2%-40.3pp |
| Annual return | 20.79% | 31.73%-10.9pp | 134.46%-113.7pp | 160.72%-139.9pp |
| Employer contribution / active EE | $449 | $3,138-85.7% | $4,821-90.7% | $2,671-83.2% |
| Participant deferral / active EE | $823 | $3,411-75.9% | $5,682-85.5% | $4,126-80.1% |
| Admin fee / account holder | $1,575 | $5,950-73.5% | $13,212-88.1% | $5,651-72.1% |