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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 | $15,717 | $109,372-85.6% | $89,414-82.4% | $158,966-90.1% |
| Participation rate | 42.1% | 74.3%-32.2pp | 68.0%-25.9pp | 82.0%-39.9pp |
| Annual return | 12.51% | 345.55%-333.0pp | 245.50%-233.0pp | 302.95%-290.4pp |
| Employer contribution / active EE | $504 | $3,171-84.1% | $2,586-80.5% | $4,762-89.4% |
| Participant deferral / active EE | $554 | $4,598-88.0% | $3,890-85.8% | $5,983-90.7% |
| Admin fee / account holder | $3,852 | $6,156-37.4% | $4,883-21.1% | $11,250-65.8% |