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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 | $19,193 | $109,372-82.5% | $89,414-78.5% | $158,966-87.9% |
| Participation rate | 64.3% | 74.3%-10.0pp | 68.0%-3.7pp | 82.0%-17.7pp |
| Annual return | 9.47% | 345.55%-336.1pp | 245.50%-236.0pp | 302.95%-293.5pp |
| Employer contribution / active EE | $739 | $3,171-76.7% | $2,586-71.4% | $4,762-84.5% |
| Participant deferral / active EE | $815 | $4,598-82.3% | $3,890-79.1% | $5,983-86.4% |
| Admin fee / account holder | $1,721 | $6,156-72.1% | $4,883-64.8% | $11,250-84.7% |