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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 | $16,964 | $107,733-84.3% | $92,985-81.8% | $154,746-89.0% |
| Participation rate | 45.5% | 74.6%-29.1pp | 69.5%-24.0pp | 80.7%-35.2pp |
| Annual return | 71.11% | 30.39%+40.7pp | 27.99%+43.1pp | 172.34%-101.2pp |
| Employer contribution / active EE | $674 | $3,126-78.4% | $2,662-74.7% | $4,379-84.6% |
| Participant deferral / active EE | $674 | $5,053-86.7% | $4,377-84.6% | $6,730-90.0% |
| Admin fee / account holder | $1,004 | $11,369-91.2% | $9,463-89.4% | $14,365-93.0% |