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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 | $75,058-61.6% | $152,301-81.1% | $64,340-55.2% |
| Participation rate | 14.7% | 60.9%-46.2pp | 82.4%-67.7pp | 55.2%-40.5pp |
| Annual return | 14.05% | 29.93%-15.9pp | 80.50%-66.5pp | 24.14%-10.1pp |
| Employer contribution / active EE | $316 | $2,605-87.9% | $4,624-93.2% | $1,862-83.0% |
| Participant deferral / active EE | $1,014 | $5,041-79.9% | $8,004-87.3% | $2,980-66.0% |
| Admin fee / account holder | $1,069 | $4,050-73.6% | $14,398-92.6% | $3,703-71.1% |