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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 | $107,666-84.8% | $102,184-84.0% | $154,746-89.4% |
| Participation rate | 62.5% | 83.7%-21.2pp | 82.6%-20.1pp | 80.7%-18.2pp |
| Annual return | 20.70% | 29.33%-8.6pp | 31.58%-10.9pp | 172.34%-151.6pp |
| Employer contribution / active EE | $704 | $3,846-81.7% | $3,594-80.4% | $4,379-83.9% |
| Participant deferral / active EE | $1,748 | $8,719-80.0% | $8,309-79.0% | $6,730-74.0% |
| Admin fee / account holder | $363 | $12,943-97.2% | $11,609-96.9% | $14,365-97.5% |