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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 | $21,868 | $117,846-81.4% | $102,434-78.7% | $145,884-85.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 10.34% | 31.90%-21.6pp | 29.46%-19.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,269 | $3,615-64.9% | $3,023-58.0% | $4,662-72.8% |
| Participant deferral / active EE | $719 | $5,733-87.5% | $5,055-85.8% | $6,690-89.2% |
| Admin fee / account holder | $1,246 | $13,356-90.7% | $9,462-86.8% | $13,392-90.7% |