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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 | $17,552 | $77,814-77.4% | $158,223-88.9% | $86,983-79.8% |
| Participation rate | 15.0% | 68.4%-53.4pp | 79.2%-64.2pp | 69.5%-54.5pp |
| Annual return | 16.86% | 30.54%-13.7pp | 52.09%-35.2pp | 25.83%-9.0pp |
| Employer contribution / active EE | $324 | $2,592-87.5% | $4,109-92.1% | $2,584-87.5% |
| Participant deferral / active EE | $486 | $3,270-85.1% | $5,467-91.1% | $4,194-88.4% |
| Admin fee / account holder | $1,367 | $5,879-76.7% | $16,047-91.5% | $7,856-82.6% |