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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 | $19,145 | $124,980-84.7% | $108,359-82.3% | $154,746-87.6% |
| Participation rate | 31.8% | 75.2%-43.4pp | 70.1%-38.3pp | 80.7%-48.9pp |
| Annual return | 9.35% | 45.00%-35.7pp | 36.89%-27.5pp | 172.34%-163.0pp |
| Employer contribution / active EE | $691 | $2,851-75.8% | $2,399-71.2% | $4,379-84.2% |
| Participant deferral / active EE | $973 | $4,743-79.5% | $4,137-76.5% | $6,730-85.5% |
| Admin fee / account holder | $605 | $11,502-94.7% | $9,741-93.8% | $14,365-95.8% |