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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 | $9,746 | $45,343-78.5% | $150,298-93.5% | $67,986-85.7% |
| Participation rate | 23.5% | 51.9%-28.4pp | 77.8%-54.3pp | 57.2%-33.7pp |
| Annual return | 18.82% | 33.28%-14.5pp | 62.79%-44.0pp | 31.67%-12.8pp |
| Employer contribution / active EE | $338 | $1,462-76.9% | $4,154-91.9% | $2,019-83.2% |
| Participant deferral / active EE | $564 | $2,055-72.5% | $5,453-89.7% | $3,358-83.2% |
| Admin fee / account holder | $1,646 | $2,250-26.8% | $14,116-88.3% | $3,203-48.6% |