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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 | $23,273 | $124,425-81.3% | $112,040-79.2% | $137,256-83.0% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.5%-7.3pp | 80.0%-10.7pp |
| Annual return | 15.98% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,034 | $3,411-69.7% | $2,954-65.0% | $4,156-75.1% |
| Participant deferral / active EE | $658 | $5,718-88.5% | $5,098-87.1% | $6,407-89.7% |
| Admin fee / account holder | $675 | $15,207-95.6% | $12,098-94.4% | $12,270-94.5% |