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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 | $19,921 | $58,848-66.1% | $88,179-77.4% | $82,637-75.9% |
| Participation rate | 12.9% | 57.9%-45.0pp | 69.1%-56.2pp | 68.1%-55.1pp |
| Annual return | 16.82% | 22.76%-5.9pp | 64.97%-48.2pp | 53.51%-36.7pp |
| Employer contribution / active EE | $273 | $1,678-83.7% | $2,549-89.3% | $2,552-89.3% |
| Participant deferral / active EE | $405 | $3,124-87.0% | $4,614-91.2% | $4,126-90.2% |
| Admin fee / account holder | $1,144 | $4,795-76.1% | $7,673-85.1% | $7,339-84.4% |