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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 | $58,234-70.1% | $81,783-78.7% | $80,874-78.5% |
| Participation rate | 48.6% | 63.4%-14.8pp | 72.4%-23.7pp | 67.6%-19.0pp |
| Annual return | 13.56% | 41.70%-28.1pp | 775.05%-761.5pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,186 | $2,341-49.3% | $2,913-59.3% | $2,756-56.9% |
| Participant deferral / active EE | $518 | $3,283-84.2% | $4,320-88.0% | $4,297-88.0% |
| Admin fee / account holder | $1,421 | $4,982-71.5% | $7,380-80.7% | $6,935-79.5% |