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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 | $14,074 | $52,279-73.1% | $89,400-84.3% | $79,858-82.4% |
| Participation rate | 36.5% | 57.5%-21.1pp | 68.0%-31.5pp | 69.6%-33.1pp |
| Annual return | 20.86% | 22.16%-1.3pp | 245.64%-224.8pp | 31.72%-10.9pp |
| Employer contribution / active EE | $287 | $1,572-81.7% | $2,586-88.9% | $2,471-88.4% |
| Participant deferral / active EE | $727 | $2,740-73.5% | $3,890-81.3% | $3,740-80.6% |
| Admin fee / account holder | $1,235 | $3,356-63.2% | $4,882-74.7% | $5,306-76.7% |