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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 | $17,283 | $124,980-86.2% | $108,359-84.1% | $154,746-88.8% |
| Participation rate | 25.0% | 75.2%-50.2pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | 21.05% | 45.00%-23.9pp | 36.89%-15.8pp | 172.34%-151.3pp |
| Employer contribution / active EE | $621 | $2,851-78.2% | $2,399-74.1% | $4,379-85.8% |
| Participant deferral / active EE | $621 | $4,743-86.9% | $4,137-85.0% | $6,730-90.8% |
| Admin fee / account holder | $15,267 | $11,502+32.7% | $9,741+56.7% | $14,365+6.3% |