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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 | $22,995 | $78,690-70.8% | $161,489-85.8% | $87,485-73.7% |
| Participation rate | 22.4% | 67.5%-45.0pp | 78.7%-56.2pp | 68.9%-46.5pp |
| Annual return | 21.01% | 32.74%-11.7pp | 89.72%-68.7pp | 26.06%-5.0pp |
| Employer contribution / active EE | $563 | $2,588-78.3% | $4,268-86.8% | $2,596-78.3% |
| Participant deferral / active EE | $711 | $3,311-78.5% | $5,630-87.4% | $4,274-83.4% |
| Admin fee / account holder | $1,563 | $6,724-76.8% | $16,006-90.2% | $7,775-79.9% |