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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 | $94,439-81.8% | $73,658-76.7% | $154,746-88.9% |
| Participation rate | 14.3% | 64.7%-50.4pp | 57.0%-42.8pp | 80.7%-66.4pp |
| Annual return | 14.91% | 28.25%-13.3pp | 29.72%-14.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $176 | $1,257-86.0% | $1,032-82.9% | $4,379-96.0% |
| Participant deferral / active EE | $193 | $2,527-92.4% | $2,062-90.6% | $6,730-97.1% |
| Admin fee / account holder | $1,223 | $3,843-68.2% | $3,357-63.6% | $14,365-91.5% |