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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 | $17,149 | $174,018-90.1% | $136,833-87.5% | $198,609-91.4% |
| Participation rate | 14.3% | 65.1%-50.8pp | 59.0%-44.7pp | 82.4%-68.1pp |
| Annual return | 14.91% | 35.16%-20.3pp | 35.32%-20.4pp | 202.70%-187.8pp |
| Employer contribution / active EE | $176 | $1,571-88.8% | $1,319-86.6% | $5,055-96.5% |
| Participant deferral / active EE | $193 | $2,873-93.3% | $2,441-92.1% | $6,977-97.2% |
| Admin fee / account holder | $1,223 | $5,434-77.5% | $4,706-74.0% | $19,030-93.6% |