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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 | $19,711 | $117,829-83.3% | $102,423-80.8% | $145,877-86.5% |
| Participation rate | 46.7% | 78.6%-31.9pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 18.61% | 31.83%-13.2pp | 29.42%-10.8pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,094 | $3,615-69.7% | $3,023-63.8% | $4,663-76.5% |
| Participant deferral / active EE | $1,616 | $5,732-71.8% | $5,054-68.0% | $6,691-75.8% |
| Admin fee / account holder | $683 | $13,335-94.9% | $9,455-92.8% | $13,402-94.9% |