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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 | $16,048 | $124,980-87.2% | $108,359-85.2% | $154,746-89.6% |
| Participation rate | 31.6% | 75.2%-43.6pp | 70.1%-38.5pp | 80.7%-49.1pp |
| Annual return | 13.38% | 45.00%-31.6pp | 36.89%-23.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $647 | $2,851-77.3% | $2,399-73.0% | $4,379-85.2% |
| Participant deferral / active EE | $1,089 | $4,743-77.0% | $4,137-73.7% | $6,730-83.8% |
| Admin fee / account holder | $2,589 | $11,502-77.5% | $9,741-73.4% | $14,365-82.0% |