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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 | $13,215 | $56,134-76.5% | $96,171-86.3% | $85,847-84.6% |
| Participation rate | 42.3% | 56.7%-14.4pp | 68.4%-26.1pp | 69.3%-27.0pp |
| Annual return | 14.65% | 42.30%-27.7pp | 192.04%-177.4pp | 318.61%-304.0pp |
| Employer contribution / active EE | $722 | $1,620-55.4% | $2,799-74.2% | $2,565-71.9% |
| Participant deferral / active EE | $796 | $2,858-72.1% | $4,350-81.7% | $3,952-79.9% |
| Admin fee / account holder | $3,874 | $3,769+2.8% | $5,538-30.0% | $6,261-38.1% |