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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 | $17,782 | $77,638-77.1% | $156,551-88.6% | $62,881-71.7% |
| Participation rate | 44.3% | 71.2%-26.9pp | 84.0%-39.7pp | 69.3%-25.0pp |
| Annual return | 6.18% | 50.33%-44.1pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,229 | $3,444-64.3% | $5,501-77.7% | $2,281-46.1% |
| Participant deferral / active EE | $447 | $3,046-85.3% | $4,871-90.8% | $3,203-86.0% |
| Admin fee / account holder | $1,158 | $5,561-79.2% | $13,028-91.1% | $4,296-73.1% |