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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 | $18,389 | $95,406-80.7% | $185,849-90.1% | $85,847-78.6% |
| Participation rate | 54.3% | 68.8%-14.5pp | 81.7%-27.4pp | 69.3%-15.0pp |
| Annual return | 19.74% | 23.59%-3.9pp | 122.10%-102.4pp | 318.61%-298.9pp |
| Employer contribution / active EE | $690 | $3,314-79.2% | $5,169-86.7% | $2,565-73.1% |
| Participant deferral / active EE | $781 | $3,424-77.2% | $5,569-86.0% | $3,952-80.2% |
| Admin fee / account holder | $2,926 | $7,214-59.4% | $16,244-82.0% | $6,261-53.3% |