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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 | $20,160 | $63,346-68.2% | $92,240-78.1% | $70,126-71.3% |
| Participation rate | 44.4% | 68.7%-24.2pp | 76.5%-32.0pp | 69.5%-25.1pp |
| Annual return | 15.73% | 530.19%-514.5pp | 176.29%-160.6pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,560 | $2,471-36.9% | $3,680-57.6% | $2,343-33.4% |
| Participant deferral / active EE | $1,087 | $2,854-61.9% | $3,897-72.1% | $3,332-67.4% |
| Admin fee / account holder | $3,563 | $3,841-7.2% | $5,194-31.4% | $4,645-23.3% |