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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 | $19,654 | $65,367-69.9% | $92,915-78.8% | $72,976-73.1% |
| Participation rate | 20.8% | 68.3%-47.6pp | 76.0%-55.3pp | 69.5%-48.7pp |
| Annual return | 19.66% | 42.11%-22.4pp | 109.45%-89.8pp | 81.02%-61.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,047 | $3,128-66.5% | $4,238-75.3% | $3,608-71.0% |
| Admin fee / account holder | $2,199 | $4,251-48.3% | $5,796-62.1% | $5,124-57.1% |