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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 | $17,823 | $182,442-90.2% | $163,379-89.1% | $138,895-87.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 15.20% | 72.74%-57.5pp | 63.41%-48.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $879 | $4,159-78.9% | $3,752-76.6% | $4,194-79.1% |
| Participant deferral / active EE | $879 | $6,817-87.1% | $6,282-86.0% | $6,396-86.3% |
| Admin fee / account holder | $3,073 | $10,396-70.4% | $9,818-68.7% | $12,562-75.5% |