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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 | $14,222 | $95,406-85.1% | $185,849-92.3% | $85,847-83.4% |
| Participation rate | 59.7% | 68.8%-9.0pp | 81.7%-22.0pp | 69.3%-9.6pp |
| Annual return | 16.13% | 23.59%-7.5pp | 122.10%-106.0pp | 318.61%-302.5pp |
| Employer contribution / active EE | $594 | $3,314-82.1% | $5,169-88.5% | $2,565-76.8% |
| Participant deferral / active EE | $820 | $3,424-76.0% | $5,569-85.3% | $3,952-79.2% |
| Admin fee / account holder | $662 | $7,214-90.8% | $16,244-95.9% | $6,261-89.4% |