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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 | $16,375 | $102,609-84.0% | $98,090-83.3% | $138,895-88.2% |
| Participation rate | 62.5% | 82.8%-20.3pp | 81.5%-19.0pp | 79.9%-17.4pp |
| Annual return | 20.70% | 36.44%-15.7pp | 37.05%-16.3pp | 145.39%-124.7pp |
| Employer contribution / active EE | $704 | $3,867-81.8% | $3,606-80.5% | $4,194-83.2% |
| Participant deferral / active EE | $1,748 | $8,167-78.6% | $7,845-77.7% | $6,396-72.7% |
| Admin fee / account holder | $363 | $11,434-96.8% | $11,815-96.9% | $12,562-97.1% |