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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 | $19,718 | $70,666-72.1% | $169,385-88.4% | $75,181-73.8% |
| Participation rate | 32.2% | 64.8%-32.6pp | 77.2%-44.9pp | 67.2%-35.0pp |
| Annual return | 23.01% | 36.37%-13.4pp | 405.82%-382.8pp | 160.69%-137.7pp |
| Employer contribution / active EE | $684 | $2,210-69.0% | $4,012-82.9% | $2,671-74.4% |
| Participant deferral / active EE | $1,244 | $4,308-71.1% | $6,221-80.0% | $4,126-69.8% |
| Admin fee / account holder | $881 | $5,402-83.7% | $9,011-90.2% | $5,650-84.4% |