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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 | $123,155-87.0% | $108,753-85.2% | $155,188-89.7% |
| Participation rate | 31.6% | 75.6%-44.0pp | 71.1%-39.5pp | 80.8%-49.2pp |
| Annual return | 13.38% | 44.73%-31.4pp | 37.47%-24.1pp | 148.84%-135.5pp |
| Employer contribution / active EE | $647 | $2,811-77.0% | $2,427-73.3% | $4,248-84.8% |
| Participant deferral / active EE | $1,089 | $4,623-76.4% | $4,115-73.5% | $6,531-83.3% |
| Admin fee / account holder | $2,589 | $12,126-78.6% | $10,320-74.9% | $14,480-82.1% |