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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 | $125,778-86.2% | $114,563-84.9% | $154,746-88.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.9%-12.9pp | 80.7%-20.7pp |
| Annual return | 7.78% | 295.14%-287.4pp | 241.09%-233.3pp | 172.34%-164.6pp |
| Employer contribution / active EE | $389 | $2,806-86.1% | $2,592-85.0% | $4,379-91.1% |
| Participant deferral / active EE | $425 | $4,445-90.4% | $4,142-89.7% | $6,730-93.7% |
| Admin fee / account holder | $19,967 | $8,190+143.8% | $7,623+161.9% | $14,365+39.0% |