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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 | $45,155 | $47,105-4.1% | $68,368-34.0% | $67,986-33.6% |
| Participation rate | 17.3% | 51.8%-34.5pp | 73.8%-56.4pp | 57.2%-39.9pp |
| Annual return | 16.44% | 48.37%-31.9pp | 292.57%-276.1pp | 31.67%-15.2pp |
| Employer contribution / active EE | $265 | $1,859-85.7% | $2,649-90.0% | $2,019-86.9% |
| Participant deferral / active EE | $417 | $2,374-82.5% | $4,123-89.9% | $3,358-87.6% |
| Admin fee / account holder | $582 | $2,435-76.1% | $5,150-88.7% | $3,203-81.8% |