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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 | $17,841 | $70,684-74.8% | $169,397-89.5% | $75,177-76.3% |
| Participation rate | 29.8% | 64.8%-35.0pp | 77.2%-47.4pp | 67.2%-37.4pp |
| Annual return | 16.23% | 36.38%-20.2pp | 406.23%-390.0pp | 160.75%-144.5pp |
| Employer contribution / active EE | $660 | $2,211-70.1% | $4,013-83.6% | $2,671-75.3% |
| Participant deferral / active EE | $988 | $4,310-77.1% | $6,223-84.1% | $4,126-76.1% |
| Admin fee / account holder | $2,164 | $5,404-60.0% | $9,017-76.0% | $5,651-61.7% |