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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 | $23,532 | $107,666-78.1% | $102,184-77.0% | $154,746-84.8% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 12.69% | 29.33%-16.6pp | 31.58%-18.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $561 | $3,846-85.4% | $3,594-84.4% | $4,379-87.2% |
| Participant deferral / active EE | $2,155 | $8,719-75.3% | $8,309-74.1% | $6,730-68.0% |
| Admin fee / account holder | $4,227 | $12,943-67.3% | $11,609-63.6% | $14,365-70.6% |