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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 | $14,773 | $56,060-73.6% | $76,002-80.6% | $80,874-81.7% |
| Participation rate | 26.0% | 62.0%-36.0pp | 69.1%-43.1pp | 67.6%-41.6pp |
| Annual return | 16.81% | 20.54%-3.7pp | 360.07%-343.3pp | 35.62%-18.8pp |
| Employer contribution / active EE | $1,013 | $1,873-45.9% | $2,688-62.3% | $2,756-63.2% |
| Participant deferral / active EE | $1,013 | $3,051-66.8% | $4,257-76.2% | $4,297-76.4% |
| Admin fee / account holder | $1,381 | $5,237-73.6% | $6,414-78.5% | $6,935-80.1% |