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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 | $11,694 | $78,690-85.1% | $161,489-92.8% | $87,485-86.6% |
| Participation rate | 24.2% | 67.5%-43.2pp | 78.7%-54.5pp | 68.9%-44.7pp |
| Annual return | 15.73% | 32.74%-17.0pp | 89.72%-74.0pp | 26.06%-10.3pp |
| Employer contribution / active EE | $568 | $2,588-78.1% | $4,268-86.7% | $2,596-78.1% |
| Participant deferral / active EE | $916 | $3,311-72.3% | $5,630-83.7% | $4,274-78.6% |
| Admin fee / account holder | $344 | $6,724-94.9% | $16,006-97.8% | $7,775-95.6% |