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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 | $16,247 | $114,013-85.8% | $103,693-84.3% | $155,188-89.5% |
| Participation rate | 42.1% | 75.2%-33.1pp | 72.6%-30.5pp | 80.8%-38.7pp |
| Annual return | 14.02% | 49.31%-35.3pp | 47.61%-33.6pp | 148.84%-134.8pp |
| Employer contribution / active EE | $375 | $3,131-88.0% | $2,920-87.2% | $4,248-91.2% |
| Participant deferral / active EE | $562 | $4,970-88.7% | $4,579-87.7% | $6,531-91.4% |
| Admin fee / account holder | $2,279 | $8,407-72.9% | $7,858-71.0% | $14,480-84.3% |