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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 | $15,545 | $77,908-80.0% | $149,696-89.6% | $75,173-79.3% |
| Participation rate | 6.6% | 65.6%-59.0pp | 78.8%-72.2pp | 67.2%-60.6pp |
| Annual return | 14.80% | 31.73%-16.9pp | 134.46%-119.7pp | 160.72%-145.9pp |
| Employer contribution / active EE | $715 | $3,138-77.2% | $4,821-85.2% | $2,671-73.2% |
| Participant deferral / active EE | $417 | $3,411-87.8% | $5,682-92.7% | $4,126-89.9% |
| Admin fee / account holder | $2,355 | $5,950-60.4% | $13,212-82.2% | $5,651-58.3% |