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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 | $17,137 | $77,908-78.0% | $149,696-88.6% | $75,173-77.2% |
| Participation rate | 40.6% | 65.6%-25.0pp | 78.8%-38.2pp | 67.2%-26.6pp |
| Annual return | 15.78% | 31.73%-15.9pp | 134.46%-118.7pp | 160.72%-144.9pp |
| Employer contribution / active EE | $697 | $3,138-77.8% | $4,821-85.6% | $2,671-73.9% |
| Participant deferral / active EE | $430 | $3,411-87.4% | $5,682-92.4% | $4,126-89.6% |
| Admin fee / account holder | $2,051 | $5,950-65.5% | $13,212-84.5% | $5,651-63.7% |