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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 | $20,004 | $91,167-78.1% | $178,498-88.8% | $79,858-75.0% |
| Participation rate | 29.4% | 69.2%-39.8pp | 81.9%-52.5pp | 69.6%-40.2pp |
| Annual return | 13.44% | 24.19%-10.8pp | 151.09%-137.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $621 | $3,255-80.9% | $5,011-87.6% | $2,471-74.9% |
| Participant deferral / active EE | $813 | $3,236-74.9% | $5,202-84.4% | $3,740-78.3% |
| Admin fee / account holder | $2,234 | $6,747-66.9% | $13,985-84.0% | $5,306-57.9% |