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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 | $15,933 | $104,709-84.8% | $85,705-81.4% | $167,553-90.5% |
| Participation rate | 27.8% | 76.4%-48.6pp | 69.9%-42.1pp | 82.1%-54.3pp |
| Annual return | 10.78% | 21.45%-10.7pp | 21.49%-10.7pp | 478.89%-468.1pp |
| Employer contribution / active EE | $467 | $3,338-86.0% | $2,619-82.2% | $4,840-90.4% |
| Participant deferral / active EE | $629 | $4,827-87.0% | $3,924-84.0% | $6,343-90.1% |
| Admin fee / account holder | $3,361 | $10,036-66.5% | $6,877-51.1% | $12,316-72.7% |