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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 | $17,562 | $104,694-83.2% | $85,709-79.5% | $167,536-89.5% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 12.66% | 21.45%-8.8pp | 21.49%-8.8pp | 478.82%-466.2pp |
| Employer contribution / active EE | $698 | $3,337-79.1% | $2,619-73.4% | $4,839-85.6% |
| Participant deferral / active EE | $816 | $4,826-83.1% | $3,924-79.2% | $6,342-87.1% |
| Admin fee / account holder | $2,141 | $10,035-78.7% | $6,876-68.9% | $12,315-82.6% |