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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 | $16,116 | $77,638-79.2% | $156,551-89.7% | $62,881-74.4% |
| Participation rate | 67.9% | 71.2%-3.3pp | 84.0%-16.1pp | 69.3%-1.4pp |
| Annual return | 10.18% | 50.33%-40.1pp | 32.23%-22.0pp | 20.14%-10.0pp |
| Employer contribution / active EE | $860 | $3,444-75.0% | $5,501-84.4% | $2,281-62.3% |
| Participant deferral / active EE | $663 | $3,046-78.2% | $4,871-86.4% | $3,203-79.3% |
| Admin fee / account holder | $1,551 | $5,561-72.1% | $13,028-88.1% | $4,296-63.9% |