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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 | $24,274 | $157,829-84.6% | $136,867-82.3% | $198,609-87.8% |
| Participation rate | 18.2% | 77.2%-59.0pp | 74.5%-56.4pp | 82.4%-64.2pp |
| Annual return | 13.60% | 51.25%-37.6pp | 42.97%-29.4pp | 202.70%-189.1pp |
| Employer contribution / active EE | $776 | $3,923-80.2% | $3,547-78.1% | $5,055-84.6% |
| Participant deferral / active EE | $844 | $5,463-84.6% | $4,924-82.9% | $6,977-87.9% |
| Admin fee / account holder | $764 | $11,107-93.1% | $10,340-92.6% | $19,030-96.0% |