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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 | $12,841 | $77,449-83.4% | $69,483-81.5% | $152,909-91.6% |
| Participation rate | 56.5% | 78.1%-21.6pp | 74.6%-18.1pp | 82.5%-25.9pp |
| Annual return | 23.86% | 39.09%-15.2pp | 28.99%-5.1pp | 345.46%-321.6pp |
| Employer contribution / active EE | $610 | $3,316-81.6% | $2,780-78.0% | $4,764-87.2% |
| Participant deferral / active EE | $715 | $4,415-83.8% | $3,537-79.8% | $5,851-87.8% |
| Admin fee / account holder | $1,522 | $6,210-75.5% | $3,841-60.4% | $11,601-86.9% |