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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 | $17,309 | $126,113-86.3% | $116,096-85.1% | $155,188-88.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 73.3%-13.3pp | 80.8%-20.8pp |
| Annual return | 7.78% | 391.72%-383.9pp | 326.25%-318.5pp | 148.84%-141.1pp |
| Employer contribution / active EE | $389 | $2,672-85.5% | $2,503-84.5% | $4,248-90.8% |
| Participant deferral / active EE | $425 | $4,162-89.8% | $3,952-89.2% | $6,531-93.5% |
| Admin fee / account holder | $19,967 | $8,045+148.2% | $7,704+159.2% | $14,480+37.9% |