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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 | $22,129 | $64,324-65.6% | $118,946-81.4% | $79,852-72.3% |
| Participation rate | 21.3% | 64.9%-43.6pp | 75.4%-54.1pp | 69.6%-48.4pp |
| Annual return | 11.74% | 86.45%-74.7pp | 35.89%-24.1pp | 31.72%-20.0pp |
| Employer contribution / active EE | $587 | $1,836-68.0% | $3,263-82.0% | $2,471-76.2% |
| Participant deferral / active EE | $769 | $2,824-72.8% | $4,266-82.0% | $3,740-79.4% |
| Admin fee / account holder | $4,862 | $4,040+20.3% | $6,581-26.1% | $5,306-8.4% |