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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 | $18,099 | $108,911-83.4% | $100,392-82.0% | $145,884-87.6% |
| Participation rate | 25.0% | 83.0%-58.0pp | 81.5%-56.5pp | 80.3%-55.3pp |
| Annual return | 11.01% | 58.23%-47.2pp | 49.45%-38.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,612 | $4,420-63.5% | $3,941-59.1% | $4,662-65.4% |
| Participant deferral / active EE | $1,814 | $8,459-78.6% | $8,090-77.6% | $6,690-72.9% |
| Admin fee / account holder | $9,973 | $9,698+2.8% | $7,904+26.2% | $13,392-25.5% |