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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 | $17,149 | $69,118-75.2% | $53,647-68.0% | $138,895-87.7% |
| Participation rate | 14.3% | 64.0%-49.7pp | 56.3%-42.0pp | 79.9%-65.6pp |
| Annual return | 14.91% | 248.26%-233.4pp | 358.33%-343.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $176 | $1,189-85.2% | $962-81.7% | $4,194-95.8% |
| Participant deferral / active EE | $193 | $2,274-91.5% | $1,813-89.4% | $6,396-97.0% |
| Admin fee / account holder | $1,223 | $2,724-55.1% | $2,460-50.3% | $12,562-90.3% |