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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 | $21,432 | $111,814-80.8% | $103,374-79.3% | $145,959-85.3% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 12.95% | 24.77%-11.8pp | 24.89%-11.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,405 | $4,214-66.6% | $3,869-63.7% | $4,661-69.8% |
| Participant deferral / active EE | $1,405 | $5,618-75.0% | $5,058-72.2% | $6,689-79.0% |
| Admin fee / account holder | $2,838 | $9,754-70.9% | $8,394-66.2% | $13,398-78.8% |