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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 | $18,363 | $108,882-83.1% | $96,754-81.0% | $154,746-88.1% |
| Participation rate | 30.0% | 75.1%-45.1pp | 70.3%-40.3pp | 80.7%-50.7pp |
| Annual return | 21.01% | 98.39%-77.4pp | 82.04%-61.0pp | 172.34%-151.3pp |
| Employer contribution / active EE | $462 | $3,018-84.7% | $2,679-82.8% | $4,379-89.4% |
| Participant deferral / active EE | $658 | $5,323-87.6% | $4,758-86.2% | $6,730-90.2% |
| Admin fee / account holder | $4,860 | $10,200-52.4% | $8,905-45.4% | $14,365-66.2% |