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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 | $20,697 | $106,280-80.5% | $96,538-78.6% | $139,487-85.2% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 12.34% | 38.48%-26.1pp | 35.74%-23.4pp | 373.84%-361.5pp |
| Employer contribution / active EE | $942 | $4,107-77.1% | $3,740-74.8% | $4,755-80.2% |
| Participant deferral / active EE | $1,202 | $5,457-78.0% | $4,880-75.4% | $6,713-82.1% |
| Admin fee / account holder | $3,677 | $7,888-53.4% | $6,737-45.4% | $11,407-67.8% |