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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 | $23,984 | $77,908-69.2% | $149,696-84.0% | $75,173-68.1% |
| Participation rate | 25.9% | 65.6%-39.7pp | 78.8%-52.9pp | 67.2%-41.3pp |
| Annual return | 20.81% | 31.73%-10.9pp | 134.46%-113.6pp | 160.72%-139.9pp |
| Employer contribution / active EE | $574 | $3,138-81.7% | $4,821-88.1% | $2,671-78.5% |
| Participant deferral / active EE | $709 | $3,411-79.2% | $5,682-87.5% | $4,126-82.8% |
| Admin fee / account holder | $3,297 | $5,950-44.6% | $13,212-75.0% | $5,651-41.6% |