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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 | $28,837 | $76,642-62.4% | $146,866-80.4% | $65,306-55.8% |
| Participation rate | 14.7% | 61.2%-46.5pp | 82.5%-67.8pp | 57.7%-43.0pp |
| Annual return | 14.05% | 33.40%-19.4pp | 102.85%-88.8pp | 21.94%-7.9pp |
| Employer contribution / active EE | $316 | $2,621-88.0% | $4,425-92.9% | $1,967-84.0% |
| Participant deferral / active EE | $1,014 | $4,864-79.2% | $7,759-86.9% | $2,959-65.8% |
| Admin fee / account holder | $1,069 | $3,960-73.0% | $13,620-92.2% | $3,480-69.3% |