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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 | $20,366 | $91,086-77.6% | $203,872-90.0% | $86,983-76.6% |
| Participation rate | 18.6% | 65.8%-47.2pp | 77.8%-59.2pp | 69.5%-50.9pp |
| Annual return | 12.48% | 22.30%-9.8pp | 85.11%-72.6pp | 25.83%-13.4pp |
| Employer contribution / active EE | $530 | $2,063-74.3% | $3,757-85.9% | $2,584-79.5% |
| Participant deferral / active EE | $779 | $4,019-80.6% | $6,388-87.8% | $4,194-81.4% |
| Admin fee / account holder | $1,519 | $8,987-83.1% | $11,730-87.0% | $7,856-80.7% |