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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 | $55,902-73.6% | $76,030-80.6% | $80,959-81.8% |
| Participation rate | 26.0% | 62.1%-36.0pp | 69.1%-43.0pp | 67.7%-41.6pp |
| Annual return | 16.81% | 20.59%-3.8pp | 361.54%-344.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $1,013 | $1,867-45.7% | $2,688-62.3% | $2,757-63.3% |
| Participant deferral / active EE | $1,013 | $3,051-66.8% | $4,257-76.2% | $4,300-76.4% |
| Admin fee / account holder | $1,381 | $5,239-73.6% | $6,421-78.5% | $6,925-80.1% |