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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 | $16,921 | $123,155-86.3% | $108,753-84.4% | $155,188-89.1% |
| Participation rate | 42.9% | 75.6%-32.8pp | 71.1%-28.2pp | 80.8%-37.9pp |
| Annual return | 13.85% | 44.73%-30.9pp | 37.47%-23.6pp | 148.84%-135.0pp |
| Employer contribution / active EE | $492 | $2,811-82.5% | $2,427-79.7% | $4,248-88.4% |
| Participant deferral / active EE | $844 | $4,623-81.7% | $4,115-79.5% | $6,531-87.1% |
| Admin fee / account holder | $361 | $12,126-97.0% | $10,320-96.5% | $14,480-97.5% |