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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 | $23,015 | $117,846-80.5% | $102,434-77.5% | $145,884-84.2% |
| Participation rate | 53.8% | 78.6%-24.8pp | 76.5%-22.7pp | 80.3%-26.5pp |
| Annual return | 14.28% | 31.90%-17.6pp | 29.46%-15.2pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,163 | $3,615-67.8% | $3,023-61.5% | $4,662-75.1% |
| Participant deferral / active EE | $1,675 | $5,733-70.8% | $5,055-66.9% | $6,690-75.0% |
| Admin fee / account holder | $771 | $13,356-94.2% | $9,462-91.8% | $13,392-94.2% |