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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 | $19,041 | $58,234-67.3% | $81,783-76.7% | $80,874-76.5% |
| Participation rate | 13.8% | 63.4%-49.7pp | 72.4%-58.6pp | 67.6%-53.9pp |
| Annual return | 16.91% | 41.70%-24.8pp | 775.05%-758.1pp | 35.62%-18.7pp |
| Employer contribution / active EE | $311 | $2,341-86.7% | $2,913-89.3% | $2,756-88.7% |
| Participant deferral / active EE | $240 | $3,283-92.7% | $4,320-94.4% | $4,297-94.4% |
| Admin fee / account holder | $1,531 | $4,982-69.3% | $7,380-79.3% | $6,935-77.9% |