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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 | $22,003 | $23,330-5.7% | $64,489-65.9% | $82,448-73.3% |
| Participation rate | 26.9% | 68.3%-41.4pp | 67.7%-40.8pp | 68.1%-41.1pp |
| Annual return | 17.64% | 83.66%-66.0pp | 55.03%-37.4pp | 41.64%-24.0pp |
| Employer contribution / active EE | $251 | $824-69.6% | $1,523-83.5% | $2,551-90.2% |
| Participant deferral / active EE | $89 | $1,707-94.8% | $2,778-96.8% | $4,139-97.9% |
| Admin fee / account holder | $6,179 | $2,946+109.8% | $4,260+45.0% | $7,234-14.6% |