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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 | $19,741 | $63,346-68.8% | $92,240-78.6% | $70,126-71.8% |
| Participation rate | 36.0% | 68.7%-32.7pp | 76.5%-40.5pp | 69.5%-33.5pp |
| Annual return | 17.34% | 530.19%-512.9pp | 176.29%-159.0pp | 73.15%-55.8pp |
| Employer contribution / active EE | $796 | $2,471-67.8% | $3,680-78.4% | $2,343-66.0% |
| Participant deferral / active EE | $1,081 | $2,854-62.1% | $3,897-72.3% | $3,332-67.5% |
| Admin fee / account holder | $5,709 | $3,841+48.6% | $5,194+9.9% | $4,645+22.9% |