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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 | $22,146 | $124,980-82.3% | $108,359-79.6% | $154,746-85.7% |
| Participation rate | 44.4% | 75.2%-30.7pp | 70.1%-25.7pp | 80.7%-36.3pp |
| Annual return | 15.14% | 45.00%-29.9pp | 36.89%-21.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $744 | $2,851-73.9% | $2,399-69.0% | $4,379-83.0% |
| Participant deferral / active EE | $744 | $4,743-84.3% | $4,137-82.0% | $6,730-88.9% |
| Admin fee / account holder | $659 | $11,502-94.3% | $9,741-93.2% | $14,365-95.4% |