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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 | $17,409 | $58,311-70.1% | $81,882-78.7% | $80,959-78.5% |
| Participation rate | 48.6% | 63.5%-14.9pp | 72.4%-23.8pp | 67.7%-19.1pp |
| Annual return | 13.56% | 41.85%-28.3pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,186 | $2,347-49.4% | $2,916-59.3% | $2,757-57.0% |
| Participant deferral / active EE | $518 | $3,287-84.2% | $4,323-88.0% | $4,300-88.0% |
| Admin fee / account holder | $1,421 | $4,752-70.1% | $7,360-80.7% | $6,925-79.5% |