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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 | $13,969 | $95,415-85.4% | $185,851-92.5% | $85,851-83.7% |
| Participation rate | 58.3% | 68.8%-10.4pp | 81.7%-23.4pp | 69.3%-11.0pp |
| Annual return | 16.37% | 23.59%-7.2pp | 122.11%-105.7pp | 318.63%-302.3pp |
| Employer contribution / active EE | $780 | $3,314-76.5% | $5,168-84.9% | $2,565-69.6% |
| Participant deferral / active EE | $279 | $3,424-91.9% | $5,569-95.0% | $3,952-92.9% |
| Admin fee / account holder | $366 | $7,215-94.9% | $16,245-97.7% | $6,261-94.2% |