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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 | $31,960 | $118,877-73.1% | $96,570-66.9% | $167,536-80.9% |
| Participation rate | 19.0% | 75.5%-56.4pp | 69.8%-50.8pp | 82.1%-63.1pp |
| Annual return | 13.45% | 50.50%-37.1pp | 37.79%-24.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $535 | $3,121-82.9% | $2,357-77.3% | $4,839-88.9% |
| Participant deferral / active EE | $720 | $4,617-84.4% | $3,849-81.3% | $6,342-88.7% |
| Admin fee / account holder | $1,713 | $8,069-78.8% | $6,182-72.3% | $12,315-86.1% |