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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 | $15,954 | $95,406-83.3% | $185,849-91.4% | $85,847-81.4% |
| Participation rate | 31.3% | 68.8%-37.5pp | 81.7%-50.5pp | 69.3%-38.1pp |
| Annual return | 17.93% | 23.59%-5.7pp | 122.10%-104.2pp | 318.61%-300.7pp |
| Employer contribution / active EE | $496 | $3,314-85.0% | $5,169-90.4% | $2,565-80.7% |
| Participant deferral / active EE | $592 | $3,424-82.7% | $5,569-89.4% | $3,952-85.0% |
| Admin fee / account holder | $1,692 | $7,214-76.5% | $16,244-89.6% | $6,261-73.0% |