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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 | $19,439 | $45,343-57.1% | $150,298-87.1% | $67,986-71.4% |
| Participation rate | 16.1% | 51.9%-35.7pp | 77.8%-61.6pp | 57.2%-41.1pp |
| Annual return | 16.79% | 33.28%-16.5pp | 62.79%-46.0pp | 31.67%-14.9pp |
| Employer contribution / active EE | $216 | $1,462-85.2% | $4,154-94.8% | $2,019-89.3% |
| Participant deferral / active EE | $310 | $2,055-84.9% | $5,453-94.3% | $3,358-90.8% |
| Admin fee / account holder | $1,383 | $2,250-38.5% | $14,116-90.2% | $3,203-56.8% |