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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 | $21,058 | $78,690-73.2% | $161,489-87.0% | $87,485-75.9% |
| Participation rate | 19.8% | 67.5%-47.7pp | 78.7%-58.9pp | 68.9%-49.2pp |
| Annual return | 19.08% | 32.74%-13.7pp | 89.72%-70.6pp | 26.06%-7.0pp |
| Employer contribution / active EE | $401 | $2,588-84.5% | $4,268-90.6% | $2,596-84.6% |
| Participant deferral / active EE | $759 | $3,311-77.1% | $5,630-86.5% | $4,274-82.2% |
| Admin fee / account holder | $3,376 | $6,724-49.8% | $16,006-78.9% | $7,775-56.6% |