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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 | $25,156 | $59,006-57.4% | $97,295-74.1% | $74,478-66.2% |
| Participation rate | 19.1% | 63.7%-44.6pp | 72.7%-53.6pp | 67.2%-48.2pp |
| Annual return | 13.84% | 16.04%-2.2pp | 75.62%-61.8pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $625 | $1,894-67.0% | $2,723-77.0% | $2,626-76.2% |
| Participant deferral / active EE | $1,104 | $3,671-69.9% | $4,264-74.1% | $4,350-74.6% |
| Admin fee / account holder | $1,872 | $1,974-5.2% | $5,646-66.8% | $1,946-3.8% |