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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 | $19,717 | $77,920-74.7% | $149,723-86.8% | $75,177-73.8% |
| Participation rate | 46.9% | 65.6%-18.7pp | 78.8%-31.9pp | 67.2%-20.3pp |
| Annual return | 15.15% | 31.72%-16.6pp | 134.50%-119.3pp | 160.75%-145.6pp |
| Employer contribution / active EE | $514 | $3,138-83.6% | $4,821-89.3% | $2,671-80.7% |
| Participant deferral / active EE | $866 | $3,411-74.6% | $5,682-84.8% | $4,126-79.0% |
| Admin fee / account holder | $2,099 | $5,951-64.7% | $13,215-84.1% | $5,651-62.9% |