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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 | $76,407-69.9% | $150,298-84.7% | $82,448-72.1% |
| Participation rate | 22.4% | 66.4%-43.9pp | 77.8%-55.3pp | 68.1%-45.6pp |
| Annual return | 21.01% | 39.99%-19.0pp | 62.79%-41.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $563 | $2,614-78.5% | $4,154-86.5% | $2,551-77.9% |
| Participant deferral / active EE | $711 | $3,214-77.9% | $5,453-87.0% | $4,139-82.8% |
| Admin fee / account holder | $1,563 | $6,352-75.4% | $14,116-88.9% | $7,234-78.4% |