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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 | $20,592 | $45,343-54.6% | $150,298-86.3% | $67,986-69.7% |
| Participation rate | 17.3% | 51.9%-34.5pp | 77.8%-60.4pp | 57.2%-39.9pp |
| Annual return | 13.17% | 33.28%-20.1pp | 62.79%-49.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $296 | $1,462-79.7% | $4,154-92.9% | $2,019-85.3% |
| Participant deferral / active EE | $352 | $2,055-82.9% | $5,453-93.6% | $3,358-89.5% |
| Admin fee / account holder | $5,371 | $2,250+138.7% | $14,116-62.0% | $3,203+67.7% |