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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 | $15,514 | $91,179-83.0% | $178,499-91.3% | $79,852-80.6% |
| Participation rate | 24.1% | 69.2%-45.1pp | 81.9%-57.8pp | 69.6%-45.5pp |
| Annual return | 11.67% | 24.19%-12.5pp | 151.10%-139.4pp | 31.72%-20.0pp |
| Employer contribution / active EE | $379 | $3,256-88.4% | $5,011-92.4% | $2,471-84.7% |
| Participant deferral / active EE | $615 | $3,236-81.0% | $5,202-88.2% | $3,740-83.6% |
| Admin fee / account holder | $1,442 | $6,749-78.6% | $13,986-89.7% | $5,306-72.8% |