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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 | $19,324 | $87,166-77.8% | $76,735-74.8% | $137,256-85.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 12.10% | 26.50%-14.4pp | 29.77%-17.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $553 | $2,904-80.9% | $2,454-77.5% | $4,156-86.7% |
| Participant deferral / active EE | $731 | $4,726-84.5% | $4,088-82.1% | $6,407-88.6% |
| Admin fee / account holder | $469 | $8,403-94.4% | $7,189-93.5% | $12,270-96.2% |