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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 | $19,242 | $114,013-83.1% | $103,693-81.4% | $155,188-87.6% |
| Participation rate | 53.8% | 75.2%-21.4pp | 72.6%-18.8pp | 80.8%-27.0pp |
| Annual return | 10.56% | 49.31%-38.8pp | 47.61%-37.1pp | 148.84%-138.3pp |
| Employer contribution / active EE | $814 | $3,131-74.0% | $2,920-72.1% | $4,248-80.8% |
| Participant deferral / active EE | $877 | $4,970-82.3% | $4,579-80.8% | $6,531-86.6% |
| Admin fee / account holder | $3,213 | $8,407-61.8% | $7,858-59.1% | $14,480-77.8% |