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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 | $17,673 | $110,410-84.0% | $102,437-82.7% | $145,897-87.9% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 9.64% | 24.85%-15.2pp | 24.95%-15.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,261 | $4,217-70.1% | $3,871-67.4% | $4,663-73.0% |
| Participant deferral / active EE | $1,367 | $5,622-75.7% | $5,060-73.0% | $6,689-79.6% |
| Admin fee / account holder | $13,512 | $9,745+38.7% | $8,388+61.1% | $13,390+0.9% |