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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 | $15,410 | $104,924-85.3% | $84,623-81.8% | $152,885-89.9% |
| Participation rate | 64.7% | 74.8%-10.1pp | 68.2%-3.5pp | 82.5%-17.7pp |
| Annual return | 11.35% | 373.82%-362.5pp | 258.77%-247.4pp | 345.39%-334.0pp |
| Employer contribution / active EE | $639 | $3,302-80.7% | $2,652-75.9% | $4,763-86.6% |
| Participant deferral / active EE | $730 | $4,689-84.4% | $3,899-81.3% | $5,851-87.5% |
| Admin fee / account holder | $520 | $6,242-91.7% | $4,913-89.4% | $11,598-95.5% |